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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 | $236,093 | $111,814+111.1% | $103,378+128.4% | $145,978+61.7% |
| Participation rate | 35.7% | 77.9%-42.2pp | 74.5%-38.8pp | 80.3%-44.6pp |
| Annual return | 17.21% | 24.80%-7.6pp | 24.91%-7.7pp | 550.52%-533.3pp |
| Employer contribution / active EE | $0 | $4,215-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,266 | $5,618-41.9% | $5,058-35.4% | $6,690-51.2% |
| Admin fee / account holder | $27,555 | $9,764+182.2% | $8,401+228.0% | $13,400+105.6% |