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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 | $170,156 | $104,098+63.5% | $140,514+21.1% | $94,015+81.0% |
| Participation rate | 64.3% | 73.7%-9.4pp | 77.8%-13.5pp | 70.8%-6.5pp |
| Annual return | 12.13% | 15.14%-3.0pp | 14.36%-2.2pp | 17.84%-5.7pp |
| Employer contribution / active EE | $257 | $2,388-89.2% | $3,378-92.4% | $2,790-90.8% |
| Participant deferral / active EE | $5,142 | $4,033+27.5% | $4,919+4.5% | $4,249+21.0% |
| Admin fee / account holder | $19,733 | $10,439+89.0% | $13,697+44.1% | $8,951+120.5% |