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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 | $115,684 | $156,398-26.0% | $147,318-21.5% | $138,895-16.7% |
| Participation rate | 58.8% | 83.8%-24.9pp | 82.1%-23.2pp | 79.9%-21.1pp |
| Annual return | 16.63% | 78.75%-62.1pp | 70.43%-53.8pp | 145.39%-128.8pp |
| Employer contribution / active EE | $310 | $4,853-93.6% | $4,593-93.2% | $4,194-92.6% |
| Participant deferral / active EE | $9,075 | $8,237+10.2% | $7,906+14.8% | $6,396+41.9% |
| Admin fee / account holder | $3,960 | $14,976-73.6% | $13,708-71.1% | $12,562-68.5% |