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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 | $153,305 | $86,298+77.6% | $111,308+37.7% | $85,847+78.6% |
| Participation rate | 62.9% | 73.3%-10.5pp | 77.3%-14.5pp | 69.3%-6.5pp |
| Annual return | 11.26% | 19.99%-8.7pp | 54.67%-43.4pp | 318.61%-307.3pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,550 | $3,641+79.9% | $4,487+46.0% | $3,952+65.7% |
| Admin fee / account holder | $23,345 | $8,189+185.1% | $7,965+193.1% | $6,261+272.9% |