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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 | $136,844 | $136,8600% | $120,344+13.7% | $154,746-11.6% |
| Participation rate | 66.7% | 79.9%-13.2pp | 76.7%-10.0pp | 80.7%-14.0pp |
| Annual return | 14.03% | 21.38%-7.3pp | 20.30%-6.3pp | 172.34%-158.3pp |
| Employer contribution / active EE | $747 | $3,533-78.8% | $3,020-75.3% | $4,379-82.9% |
| Participant deferral / active EE | $3,209 | $5,793-44.6% | $5,135-37.5% | $6,730-52.3% |
| Admin fee / account holder | $2,265 | $15,393-85.3% | $12,742-82.2% | $14,365-84.2% |