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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 | $241,560 | $254,759-5.2% | $216,567+11.5% | $198,609+21.6% |
| Participation rate | 42.9% | 84.5%-41.7pp | 81.6%-38.8pp | 82.4%-39.5pp |
| Annual return | 6.03% | 10.04%-4.0pp | 12.94%-6.9pp | 202.70%-196.7pp |
| Employer contribution / active EE | $97 | $6,096-98.4% | $5,216-98.1% | $5,055-98.1% |
| Participant deferral / active EE | $4,282 | $6,948-38.4% | $6,191-30.8% | $6,977-38.6% |
| Admin fee / account holder | $370,127 | $26,311+1306.7% | $21,981+1583.9% | $19,030+1844.9% |