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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 | $235,505 | $106,749+120.6% | $145,433+61.9% | $82,448+185.6% |
| Participation rate | 65.0% | 75.6%-10.6pp | 82.1%-17.1pp | 68.1%-3.1pp |
| Annual return | 15.67% | 27.59%-11.9pp | 66.58%-50.9pp | 41.64%-26.0pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $10,450 | $6,519+60.3% | $7,897+32.3% | $4,139+152.5% |
| Admin fee / account holder | $40,726 | $8,390+385.4% | $13,129+210.2% | $7,234+462.9% |