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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 | $166,089 | $154,209+7.7% | $130,062+27.7% | $139,487+19.1% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.5%-28.5pp | 80.3%-30.3pp |
| Annual return | 21.37% | 32.52%-11.1pp | -137.37%+158.7pp | 373.84%-352.5pp |
| Employer contribution / active EE | $696 | $5,292-86.9% | $4,322-83.9% | $4,755-85.4% |
| Participant deferral / active EE | $2,933 | $6,709-56.3% | $5,821-49.6% | $6,713-56.3% |
| Admin fee / account holder | $2,349 | $13,988-83.2% | $10,601-77.8% | $11,407-79.4% |