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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 | $147,755 | $91,537+61.4% | $130,045+13.6% | $75,173+96.6% |
| Participation rate | 48.1% | 71.5%-23.4pp | 78.5%-30.4pp | 67.2%-19.1pp |
| Annual return | 18.35% | -631.55%+649.9pp | -137.30%+155.7pp | 160.72%-142.4pp |
| Employer contribution / active EE | $282 | $2,845-90.1% | $4,321-93.5% | $2,671-89.4% |
| Participant deferral / active EE | $2,530 | $4,343-41.8% | $5,820-56.5% | $4,126-38.7% |
| Admin fee / account holder | $2,600 | $6,780-61.6% | $10,600-75.5% | $5,651-54.0% |