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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 | $152,758 | $71,197+114.6% | $93,669+63.1% | $80,925+88.8% |
| Participation rate | 64.9% | 60.4%+4.5pp | 68.7%-3.9pp | 67.7%-2.8pp |
| Annual return | 14.67% | 11.27%+3.4pp | 133.59%-118.9pp | 35.65%-21.0pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,877 | $4,036-28.7% | $4,416-34.8% | $4,299-33.1% |
| Admin fee / account holder | $3,048 | $6,959-56.2% | $8,291-63.2% | $6,940-56.1% |