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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 | $180,786 | $97,751+84.9% | $103,447+74.8% | $145,877+23.9% |
| Participation rate | 66.7% | 81.1%-14.4pp | 80.5%-13.9pp | 80.3%-13.6pp |
| Annual return | 11.01% | 25.43%-14.4pp | 23.92%-12.9pp | 551.28%-540.3pp |
| Employer contribution / active EE | $944 | $4,684-79.9% | $4,678-79.8% | $4,663-79.8% |
| Participant deferral / active EE | $13,198 | $6,603+99.9% | $6,624+99.3% | $6,691+97.3% |
| Admin fee / account holder | $31,804 | $12,515+154.1% | $9,415+237.8% | $13,402+137.3% |