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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 | $157,251 | $65,367+140.6% | $92,915+69.2% | $72,976+115.5% |
| Participation rate | 58.6% | 68.3%-9.7pp | 76.0%-17.4pp | 69.5%-10.9pp |
| Annual return | 16.35% | 42.11%-25.8pp | 109.45%-93.1pp | 81.02%-64.7pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,332 | $3,128+70.4% | $4,238+25.8% | $3,608+47.8% |
| Admin fee / account holder | $2,882 | $4,251-32.2% | $5,796-50.3% | $5,124-43.8% |