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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 | $100,949 | $84,236+19.8% | $170,439-40.8% | $70,124+44.0% |
| Participation rate | 58.5% | 70.8%-12.3pp | 83.6%-25.1pp | 69.5%-11.1pp |
| Annual return | 15.76% | 23.06%-7.3pp | 205.94%-190.2pp | 73.14%-57.4pp |
| Employer contribution / active EE | $168 | $3,387-95.1% | $5,433-96.9% | $2,342-92.8% |
| Participant deferral / active EE | $3,483 | $3,086+12.9% | $4,939-29.5% | $3,332+4.5% |
| Admin fee / account holder | $2,230 | $5,698-60.9% | $13,881-83.9% | $4,645-52.0% |