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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 | $113,278 | $71,230+59.0% | $93,727+20.9% | $80,959+39.9% |
| Participation rate | 44.9% | 60.4%-15.5pp | 68.7%-23.8pp | 67.7%-22.8pp |
| Annual return | 13.31% | 11.26%+2.1pp | 133.83%-120.5pp | 35.67%-22.4pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,540 | $4,037-12.3% | $4,417-19.9% | $4,300-17.7% |
| Admin fee / account holder | $9,868 | $6,961+41.8% | $8,292+19.0% | $6,925+42.5% |