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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 | $139,904 | $97,648+43.3% | $121,663+15.0% | $87,485+59.9% |
| Participation rate | 56.8% | 70.5%-13.7pp | 74.5%-17.7pp | 68.9%-12.2pp |
| Annual return | 17.68% | 18.03%-0.3pp | 147.54%-129.9pp | 26.06%-8.4pp |
| Employer contribution / active EE | $227 | $2,300-90.1% | $3,020-92.5% | $2,596-91.3% |
| Participant deferral / active EE | $2,385 | $3,923-39.2% | $4,887-51.2% | $4,274-44.2% |
| Admin fee / account holder | $7,824 | $11,100-29.5% | $14,289-45.2% | $7,775+0.6% |