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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 | $176,988 | $117,904+50.1% | $102,457+72.7% | $145,978+21.2% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 10.08% | 31.80%-21.7pp | 29.41%-19.3pp | 550.52%-540.4pp |
| Employer contribution / active EE | $263 | $3,613-92.7% | $3,022-91.3% | $4,662-94.4% |
| Participant deferral / active EE | $4,071 | $5,733-29.0% | $5,054-19.5% | $6,690-39.1% |
| Admin fee / account holder | $6,344 | $13,329-52.4% | $9,451-32.9% | $13,400-52.7% |