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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 | $220,554 | $149,754+47.3% | $118,934+85.4% | $158,931+38.8% |
| Participation rate | 47.1% | 82.1%-35.0pp | 75.4%-28.3pp | 82.0%-34.9pp |
| Annual return | 7.56% | 19.95%-12.4pp | 35.88%-28.3pp | 302.86%-295.3pp |
| Employer contribution / active EE | $778 | $4,116-81.1% | $3,263-76.2% | $4,761-83.7% |
| Participant deferral / active EE | $3,873 | $5,224-25.9% | $4,265-9.2% | $5,982-35.3% |
| Admin fee / account holder | $7,069 | $8,603-17.8% | $6,580+7.4% | $11,247-37.1% |