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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 | $180,937 | $124,330+45.5% | $109,173+65.7% | $167,536+8.0% |
| Participation rate | 63.2% | 79.5%-16.3pp | 75.9%-12.7pp | 82.1%-19.0pp |
| Annual return | 14.59% | 26.04%-11.4pp | 25.75%-11.2pp | 478.82%-464.2pp |
| Employer contribution / active EE | $528 | $4,209-87.4% | $3,723-85.8% | $4,839-89.1% |
| Participant deferral / active EE | $3,273 | $5,256-37.7% | $4,654-29.7% | $6,342-48.4% |
| Admin fee / account holder | $1,980 | $7,974-75.2% | $6,755-70.7% | $12,315-83.9% |