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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 | $154,428 | $65,027+137.5% | $90,970+69.8% | $79,852+93.4% |
| Participation rate | 58.3% | 61.6%-3.3pp | 69.0%-10.7pp | 69.6%-11.3pp |
| Annual return | 19.08% | 30.45%-11.4pp | 134.58%-115.5pp | 31.72%-12.6pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,842 | $2,512+13.1% | $3,373-15.7% | $3,740-24.0% |
| Admin fee / account holder | $7,056 | $4,535+55.6% | $5,960+18.4% | $5,306+33.0% |