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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 | $107,092 | $65,364+63.8% | $92,909+15.3% | $72,975+46.8% |
| Participation rate | 67.4% | 68.3%-0.9pp | 76.0%-8.6pp | 69.5%-2.0pp |
| Annual return | 24.02% | 42.11%-18.1pp | 109.44%-85.4pp | 81.01%-57.0pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,377 | $3,128+7.9% | $4,238-20.3% | $3,608-6.4% |
| Admin fee / account holder | $12,184 | $4,251+186.6% | $5,795+110.3% | $5,124+137.8% |