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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 | $161,902 | $48,314+235.1% | $67,561+139.6% | $80,925+100.1% |
| Participation rate | 23.5% | 66.4%-42.9pp | 72.9%-49.4pp | 67.7%-44.1pp |
| Annual return | 13.13% | 18.28%-5.1pp | 3525.44%-3512.3pp | 35.65%-22.5pp |
| Employer contribution / active EE | $178 | $2,022-91.2% | $2,735-93.5% | $2,756-93.5% |
| Participant deferral / active EE | $1,381 | $2,927-52.8% | $4,003-65.5% | $4,299-67.9% |
| Admin fee / account holder | $11,584 | $3,690+214.0% | $4,006+189.2% | $6,940+66.9% |