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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 | $120,345 | $275,752-56.4% | $256,809-53.1% | $198,609-39.4% |
| Participation rate | 66.7% | 89.2%-22.5pp | 88.5%-21.9pp | 82.4%-15.7pp |
| Annual return | 9.98% | 34.81%-24.8pp | 32.73%-22.7pp | 202.70%-192.7pp |
| Employer contribution / active EE | $0 | $7,721-100.0% | $7,263-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $4,580 | $10,037-54.4% | $9,520-51.9% | $6,977-34.4% |
| Admin fee / account holder | $5,210 | $25,716-79.7% | $25,146-79.3% | $19,030-72.6% |