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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 | $169,674 | $118,496+43.2% | $98,461+72.3% | $139,466+21.7% |
| Participation rate | 61.1% | 77.5%-16.4pp | 75.2%-14.1pp | 80.3%-19.2pp |
| Annual return | 18.31% | 18.96%-0.7pp | 21.17%-2.9pp | 373.66%-355.4pp |
| Employer contribution / active EE | $206 | $3,611-94.3% | $3,049-93.2% | $4,754-95.7% |
| Participant deferral / active EE | $2,944 | $5,393-45.4% | $4,738-37.9% | $6,712-56.1% |
| Admin fee / account holder | $18,694 | $14,056+33.0% | $8,961+108.6% | $11,409+63.9% |