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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 | $83,376 | $86,938-4.1% | $102,423-18.6% | $80,925+3.0% |
| Participation rate | 69.7% | 72.4%-2.7pp | 76.5%-6.8pp | 67.7%+2.0pp |
| Annual return | 13.13% | 18.89%-5.8pp | 29.42%-16.3pp | 35.65%-22.5pp |
| Employer contribution / active EE | $620 | $2,369-73.8% | $3,023-79.5% | $2,756-77.5% |
| Participant deferral / active EE | $6,546 | $4,120+58.9% | $5,054+29.5% | $4,299+52.3% |
| Admin fee / account holder | $567 | $8,053-93.0% | $9,455-94.0% | $6,940-91.8% |