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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 | $157,545 | $115,225+36.7% | $100,712+56.4% | $138,895+13.4% |
| Participation rate | 58.3% | 74.3%-16.0pp | 69.3%-10.9pp | 79.9%-21.6pp |
| Annual return | 10.82% | 40.35%-29.5pp | 33.27%-22.4pp | 145.39%-134.6pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,105 | $4,699-55.2% | $4,085-48.5% | $6,396-67.1% |
| Admin fee / account holder | $20,846 | $10,844+92.2% | $9,256+125.2% | $12,562+65.9% |