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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,652 | $91,198+68.5% | $178,503-13.9% | $79,856+92.4% |
| Participation rate | 61.4% | 69.2%-7.9pp | 81.9%-20.6pp | 69.6%-8.3pp |
| Annual return | 18.10% | 24.20%-6.1pp | 151.12%-133.0pp | 31.71%-13.6pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $8,651 | $3,237+167.3% | $5,202+66.3% | $3,741+131.3% |
| Admin fee / account holder | $1,874 | $6,748-72.2% | $13,987-86.6% | $5,306-64.7% |