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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 | $160,929 | $97,125+65.7% | $86,233+86.6% | $137,256+17.2% |
| Participation rate | 55.6% | 74.2%-18.6pp | 69.0%-13.5pp | 80.0%-24.4pp |
| Annual return | 18.35% | 74.19%-55.8pp | 61.39%-43.0pp | 220.34%-202.0pp |
| Employer contribution / active EE | $133 | $2,841-95.3% | $2,504-94.7% | $4,156-96.8% |
| Participant deferral / active EE | $1,302 | $5,180-74.9% | $4,559-71.4% | $6,407-79.7% |
| Admin fee / account holder | $1,794 | $9,725-81.6% | $8,342-78.5% | $12,270-85.4% |