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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 | $151,723 | $106,280+42.8% | $96,538+57.2% | $139,487+8.8% |
| Participation rate | 64.7% | 77.8%-13.1pp | 74.3%-9.6pp | 80.3%-15.6pp |
| Annual return | 21.09% | 38.48%-17.4pp | 35.74%-14.6pp | 373.84%-352.7pp |
| Employer contribution / active EE | $36 | $4,107-99.1% | $3,740-99.0% | $4,755-99.3% |
| Participant deferral / active EE | $2,741 | $5,457-49.8% | $4,880-43.8% | $6,713-59.2% |
| Admin fee / account holder | $13,065 | $7,888+65.6% | $6,737+93.9% | $11,407+14.5% |