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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 | $247,252 | $102,938+140.2% | $94,105+162.7% | $138,895+78.0% |
| Participation rate | 30.8% | 74.6%-43.9pp | 71.9%-41.2pp | 79.9%-49.1pp |
| Annual return | 13.37% | 250.28%-236.9pp | 204.55%-191.2pp | 145.39%-132.0pp |
| Employer contribution / active EE | $0 | $2,732-100.0% | $2,504-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,159 | $4,196-72.4% | $3,881-70.1% | $6,396-81.9% |
| Admin fee / account holder | $2,040 | $6,600-69.1% | $6,199-67.1% | $12,562-83.8% |