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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 | $182,258 | $65,395+178.7% | $182,558-0.2% | $72,976+149.8% |
| Participation rate | 53.3% | 65.4%-12.1pp | 78.0%-24.6pp | 69.5%-16.2pp |
| Annual return | 23.48% | 27.68%-4.2pp | 148.59%-125.1pp | 81.02%-57.5pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $7,182 | $3,563+101.6% | $5,526+30.0% | $3,608+99.1% |
| Admin fee / account holder | $22,544 | $4,245+431.1% | $8,594+162.3% | $5,124+340.0% |