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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 | $171,078 | $110,410+54.9% | $102,437+67.0% | $145,897+17.3% |
| Participation rate | 20.0% | 77.9%-57.9pp | 74.5%-54.5pp | 80.3%-60.3pp |
| Annual return | 9.59% | 24.85%-15.3pp | 24.95%-15.4pp | 552.29%-542.7pp |
| Employer contribution / active EE | $125 | $4,217-97.0% | $3,871-96.8% | $4,663-97.3% |
| Participant deferral / active EE | $2,666 | $5,622-52.6% | $5,060-47.3% | $6,689-60.2% |
| Admin fee / account holder | $998 | $9,745-89.8% | $8,388-88.1% | $13,390-92.5% |