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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 | $81,920 | $53,127+54.2% | $86,597-5.4% | $70,131+16.8% |
| Participation rate | 64.3% | 65.3%-1.0pp | 73.5%-9.3pp | 69.5%-5.3pp |
| Annual return | 20.35% | 27.66%-7.3pp | 964.96%-944.6pp | 73.14%-52.8pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,840-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,907 | $2,696+44.9% | $3,609+8.3% | $3,332+17.3% |
| Admin fee / account holder | $3,032 | $3,585-15.4% | $4,906-38.2% | $4,645-34.7% |