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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 | $203,530 | $176,838+15.1% | $146,685+38.8% | $167,518+21.5% |
| Participation rate | 62.5% | 83.6%-21.1pp | 80.1%-17.6pp | 82.1%-19.6pp |
| Annual return | 13.43% | 24.04%-10.6pp | 22.75%-9.3pp | 478.71%-465.3pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $3,733 | $6,441-42.0% | $5,507-32.2% | $6,342-41.1% |
| Admin fee / account holder | $2,711 | $13,262-79.6% | $10,281-73.6% | $12,312-78.0% |