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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 | $149,267 | $227,399-34.4% | $189,758-21.3% | $198,609-24.8% |
| Participation rate | 61.5% | 84.0%-22.5pp | 79.8%-18.3pp | 82.4%-20.8pp |
| Annual return | 17.39% | 61.03%-43.6pp | 52.62%-35.2pp | 202.70%-185.3pp |
| Employer contribution / active EE | $1,171 | $5,526-78.8% | $4,767-75.4% | $5,055-76.8% |
| Participant deferral / active EE | $8,408 | $6,837+23.0% | $5,856+43.6% | $6,977+20.5% |
| Admin fee / account holder | $2,243 | $25,162-91.1% | $20,388-89.0% | $19,030-88.2% |