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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 | $86,810 | $155,555-44.2% | $146,866-40.9% | $155,188-44.1% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.5%-22.5pp | 80.8%-20.8pp |
| Annual return | 10.79% | 115.41%-104.6pp | 102.85%-92.1pp | 148.84%-138.0pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $12,356 | $8,044+53.6% | $7,759+59.2% | $6,531+89.2% |
| Admin fee / account holder | $19,567 | $14,755+32.6% | $13,620+43.7% | $14,480+35.1% |