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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 | $184,961 | $110,240+67.8% | $96,544+91.6% | $139,487+32.6% |
| Participation rate | 42.9% | 78.1%-35.3pp | 76.0%-33.1pp | 80.3%-37.5pp |
| Annual return | 11.98% | 26.41%-14.4pp | 25.88%-13.9pp | 373.84%-361.9pp |
| Employer contribution / active EE | $350 | $3,622-90.3% | $2,966-88.2% | $4,755-92.6% |
| Participant deferral / active EE | $3,331 | $5,549-40.0% | $4,851-31.3% | $6,713-50.4% |
| Admin fee / account holder | $62,262 | $11,602+436.6% | $8,254+654.3% | $11,407+445.8% |