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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 | $145,143 | $106,280+36.6% | $96,538+50.3% | $139,487+4.1% |
| Participation rate | 63.6% | 77.8%-14.2pp | 74.3%-10.7pp | 80.3%-16.7pp |
| Annual return | 12.58% | 38.48%-25.9pp | 35.74%-23.2pp | 373.84%-361.3pp |
| Employer contribution / active EE | $458 | $4,107-88.8% | $3,740-87.8% | $4,755-90.4% |
| Participant deferral / active EE | $7,588 | $5,457+39.1% | $4,880+55.5% | $6,713+13.0% |
| Admin fee / account holder | $21,477 | $7,888+172.3% | $6,737+218.8% | $11,407+88.3% |