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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 | $162,126 | $97,751+65.9% | $103,447+56.7% | $145,877+11.1% |
| Participation rate | 55.6% | 81.1%-25.5pp | 80.5%-25.0pp | 80.3%-24.7pp |
| Annual return | 18.03% | 25.43%-7.4pp | 23.92%-5.9pp | 551.28%-533.3pp |
| Employer contribution / active EE | $404 | $4,684-91.4% | $4,678-91.4% | $4,663-91.3% |
| Participant deferral / active EE | $3,969 | $6,603-39.9% | $6,624-40.1% | $6,691-40.7% |
| Admin fee / account holder | $37,312 | $12,515+198.1% | $9,415+296.3% | $13,402+178.4% |