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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 | $110,864 | $91,179+21.6% | $178,499-37.9% | $79,852+38.8% |
| Participation rate | 44.3% | 69.2%-24.9pp | 81.9%-37.7pp | 69.6%-25.4pp |
| Annual return | 16.59% | 24.19%-7.6pp | 151.10%-134.5pp | 31.72%-15.1pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,942 | $3,236+21.8% | $5,202-24.2% | $3,740+5.4% |
| Admin fee / account holder | $21,264 | $6,749+215.1% | $13,986+52.0% | $5,306+300.7% |