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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 | $125,502 | $68,878+82.2% | $120,574+4.1% | $80,935+55.1% |
| Participation rate | 6.5% | 61.7%-55.2pp | 71.9%-65.5pp | 67.7%-61.2pp |
| Annual return | 12.88% | 23.67%-10.8pp | 107.42%-94.5pp | 35.66%-22.8pp |
| Employer contribution / active EE | $400 | $2,065-80.6% | $3,471-88.5% | $2,757-85.5% |
| Participant deferral / active EE | $1,726 | $3,189-45.9% | $4,996-65.5% | $4,299-59.9% |
| Admin fee / account holder | $401 | $5,782-93.1% | $9,445-95.8% | $6,924-94.2% |