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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 | $92,026 | $71,230+29.2% | $93,727-1.8% | $80,959+13.7% |
| Participation rate | 24.0% | 60.4%-36.4pp | 68.7%-44.7pp | 67.7%-43.7pp |
| Annual return | 20.95% | 11.26%+9.7pp | 133.83%-112.9pp | 35.67%-14.7pp |
| Employer contribution / active EE | $313 | $1,565-80.0% | $2,421-87.1% | $2,757-88.6% |
| Participant deferral / active EE | $2,652 | $4,037-34.3% | $4,417-40.0% | $4,300-38.3% |
| Admin fee / account holder | $500 | $6,961-92.8% | $8,292-94.0% | $6,925-92.8% |