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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 | $133,636 | $156,398-14.6% | $147,318-9.3% | $138,895-3.8% |
| Participation rate | 45.5% | 83.8%-38.3pp | 82.1%-36.6pp | 79.9%-34.5pp |
| Annual return | 16.77% | 78.75%-62.0pp | 70.43%-53.7pp | 145.39%-128.6pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $11,884 | $8,237+44.3% | $7,906+50.3% | $6,396+85.8% |
| Admin fee / account holder | $6,614 | $14,976-55.8% | $13,708-51.7% | $12,562-47.3% |