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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 | $166,401 | $110,379+50.8% | $102,412+62.5% | $145,884+14.1% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-47.0pp |
| Annual return | 9.14% | 24.84%-15.7pp | 24.94%-15.8pp | 551.85%-542.7pp |
| Employer contribution / active EE | $778 | $4,216-81.5% | $3,870-79.9% | $4,662-83.3% |
| Participant deferral / active EE | $9,814 | $5,622+74.6% | $5,060+93.9% | $6,690+46.7% |
| Admin fee / account holder | $35,594 | $9,745+265.3% | $8,388+324.4% | $13,392+165.8% |