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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 | $129,996 | $155,555-16.4% | $146,866-11.5% | $155,188-16.2% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.5%-22.5pp | 80.8%-20.8pp |
| Annual return | 15.59% | 115.41%-99.8pp | 102.85%-87.3pp | 148.84%-133.3pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $12,008 | $8,044+49.3% | $7,759+54.8% | $6,531+83.9% |
| Admin fee / account holder | $10,038 | $14,755-32.0% | $13,620-26.3% | $14,480-30.7% |