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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 | $93,253 | $251,004-62.8% | $191,597-51.3% | $138,895-32.9% |
| Participation rate | 60.0% | 82.4%-22.4pp | 76.9%-16.9pp | 79.9%-19.9pp |
| Annual return | 15.70% | 31.05%-15.3pp | 27.07%-11.4pp | 145.39%-129.7pp |
| Employer contribution / active EE | $1,371 | $6,226-78.0% | $5,025-72.7% | $4,194-67.3% |
| Participant deferral / active EE | $3,215 | $8,154-60.6% | $6,850-53.1% | $6,396-49.7% |
| Admin fee / account holder | $2,195 | $31,471-93.0% | $22,799-90.4% | $12,562-82.5% |