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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 | $105,078 | $81,504+28.9% | $102,437+2.6% | $80,959+29.8% |
| Participation rate | 14.8% | 66.9%-52.0pp | 74.5%-59.7pp | 67.7%-52.9pp |
| Annual return | 14.86% | 25.60%-10.7pp | 24.95%-10.1pp | 35.67%-20.8pp |
| Employer contribution / active EE | $757 | $3,104-75.6% | $3,871-80.4% | $2,757-72.5% |
| Participant deferral / active EE | $1,946 | $3,871-49.7% | $5,060-61.5% | $4,300-54.7% |
| Admin fee / account holder | $5,657 | $6,719-15.8% | $8,388-32.6% | $6,925-18.3% |