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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 | $109,307 | $78,707+38.9% | $117,861-7.3% | $70,126+55.9% |
| Participation rate | 62.5% | 73.2%-10.7pp | 79.7%-17.2pp | 69.5%-7.0pp |
| Annual return | 19.94% | 23.30%-3.4pp | 335.11%-315.2pp | 73.15%-53.2pp |
| Employer contribution / active EE | $414 | $2,223-81.4% | $3,786-89.1% | $2,343-82.3% |
| Participant deferral / active EE | $3,774 | $3,297+14.5% | $4,482-15.8% | $3,332+13.3% |
| Admin fee / account holder | $1,222 | $5,066-75.9% | $8,021-84.8% | $4,645-73.7% |