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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 | $160,470 | $199,109-19.4% | $173,730-7.6% | $154,746+3.7% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.6%-29.6pp | 80.7%-30.7pp |
| Annual return | 32.35% | 20.02%+12.3pp | 19.96%+12.4pp | 172.34%-140.0pp |
| Employer contribution / active EE | $1,040 | $5,311-80.4% | $4,577-77.3% | $4,379-76.3% |
| Participant deferral / active EE | $11,250 | $7,113+58.2% | $6,326+77.8% | $6,730+67.2% |
| Admin fee / account holder | $1,794 | $20,916-91.4% | $17,523-89.8% | $14,365-87.5% |