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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 | $124,506 | $227,399-45.2% | $189,758-34.4% | $198,609-37.3% |
| Participation rate | 40.0% | 84.0%-44.0pp | 79.8%-39.8pp | 82.4%-42.4pp |
| Annual return | 20.19% | 61.03%-40.8pp | 52.62%-32.4pp | 202.70%-182.5pp |
| Employer contribution / active EE | $1,153 | $5,526-79.1% | $4,767-75.8% | $5,055-77.2% |
| Participant deferral / active EE | $6,977 | $6,837+2.1% | $5,856+19.1% | $6,9770% |
| Admin fee / account holder | $2,718 | $25,162-89.2% | $20,388-86.7% | $19,030-85.7% |