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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 | $162,542 | $166,089-2.1% | $164,928-1.4% | $145,978+11.3% |
| Participation rate | 47.1% | 82.0%-35.0pp | 78.6%-31.6pp | 80.3%-33.2pp |
| Annual return | 14.16% | 100.26%-86.1pp | 70.08%-55.9pp | 550.52%-536.4pp |
| Employer contribution / active EE | $1,112 | $5,276-78.9% | $4,343-74.4% | $4,662-76.1% |
| Participant deferral / active EE | $3,274 | $6,961-53.0% | $6,034-45.7% | $6,690-51.1% |
| Admin fee / account holder | $15,012 | $16,641-9.8% | $12,684+18.4% | $13,400+12.0% |