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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 | $182,912 | $84,741+115.8% | $75,731+141.5% | $167,553+9.2% |
| Participation rate | 64.3% | 77.8%-13.6pp | 74.8%-10.5pp | 82.1%-17.8pp |
| Annual return | 16.17% | 199.72%-183.6pp | 104.65%-88.5pp | 478.89%-462.7pp |
| Employer contribution / active EE | $336 | $3,230-89.6% | $2,743-87.8% | $4,840-93.1% |
| Participant deferral / active EE | $3,934 | $4,577-14.1% | $3,820+3.0% | $6,343-38.0% |
| Admin fee / account holder | $7,328 | $5,361+36.7% | $3,620+102.4% | $12,316-40.5% |