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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 | $141,830 | $110,337+28.5% | $102,383+38.5% | $145,877-2.8% |
| Participation rate | 26.1% | 77.9%-51.8pp | 74.5%-48.4pp | 80.3%-54.2pp |
| Annual return | 11.38% | 24.83%-13.5pp | 24.94%-13.6pp | 551.28%-539.9pp |
| Employer contribution / active EE | $522 | $4,216-87.6% | $3,870-86.5% | $4,663-88.8% |
| Participant deferral / active EE | $1,842 | $5,621-67.2% | $5,060-63.6% | $6,691-72.5% |
| Admin fee / account holder | $4,143 | $9,750-57.5% | $8,391-50.6% | $13,402-69.1% |