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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 | $167,090 | $67,823+146.4% | $52,425+218.7% | $137,256+21.7% |
| Participation rate | 25.0% | 63.9%-38.9pp | 55.6%-30.6pp | 80.0%-55.0pp |
| Annual return | 19.08% | 219.11%-200.0pp | 302.12%-283.0pp | 220.34%-201.3pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,688 | $2,288+17.5% | $1,790+50.2% | $6,407-58.0% |
| Admin fee / account holder | $1,315 | $2,844-53.8% | $2,495-47.3% | $12,270-89.3% |