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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 | $103,627 | $63,355+63.6% | $91,994+12.6% | $72,983+42.0% |
| Participation rate | 59.5% | 72.5%-13.1pp | 78.6%-19.2pp | 69.5%-10.0pp |
| Annual return | 21.34% | 35.35%-14.0pp | 69.03%-47.7pp | 81.01%-59.7pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,421 | $4,883-29.9% | $5,923-42.2% | $3,608-5.2% |
| Admin fee / account holder | $404 | $4,668-91.3% | $7,743-94.8% | $5,124-92.1% |