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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 | $68,573+83.0% | $120,368+4.3% | $80,874+55.2% |
| Participation rate | 6.5% | 61.6%-55.1pp | 71.9%-65.5pp | 67.6%-61.2pp |
| Annual return | 12.88% | 23.61%-10.7pp | 107.26%-94.4pp | 35.62%-22.7pp |
| Employer contribution / active EE | $400 | $2,052-80.5% | $3,465-88.5% | $2,756-85.5% |
| Participant deferral / active EE | $1,726 | $3,174-45.6% | $4,991-65.4% | $4,297-59.8% |
| Admin fee / account holder | $401 | $5,734-93.0% | $9,429-95.7% | $6,935-94.2% |