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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 | $159,430 | $89,367+78.4% | $141,191+12.9% | $72,975+118.5% |
| Participation rate | 62.2% | 75.1%-13.0pp | 82.5%-20.3pp | 69.5%-7.3pp |
| Annual return | 20.16% | 111.87%-91.7pp | 71.41%-51.2pp | 81.01%-60.8pp |
| Employer contribution / active EE | $231 | $3,115-92.6% | $4,736-95.1% | $2,440-90.5% |
| Participant deferral / active EE | $6,551 | $5,419+20.9% | $6,710-2.4% | $3,608+81.6% |
| Admin fee / account holder | $30,595 | $5,957+413.6% | $10,264+198.1% | $5,124+497.1% |