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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 | $162,789 | $81,331+100.2% | $155,534+4.7% | $80,935+101.1% |
| Participation rate | 52.9% | 66.3%-13.3pp | 78.2%-25.3pp | 67.7%-14.7pp |
| Annual return | 16.32% | 33.37%-17.0pp | 64.92%-48.6pp | 35.66%-19.3pp |
| Employer contribution / active EE | $139 | $3,105-95.5% | $4,675-97.0% | $2,757-95.0% |
| Participant deferral / active EE | $5,951 | $3,454+72.3% | $5,630+5.7% | $4,299+38.4% |
| Admin fee / account holder | $2,737 | $7,999-65.8% | $15,900-82.8% | $6,924-60.5% |