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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 | $91,043 | $84,236+8.1% | $170,435-46.6% | $70,126+29.8% |
| Participation rate | 16.7% | 70.8%-54.2pp | 83.6%-66.9pp | 69.5%-52.9pp |
| Annual return | 20.66% | 23.06%-2.4pp | 205.94%-185.3pp | 73.15%-52.5pp |
| Employer contribution / active EE | $193 | $3,387-94.3% | $5,432-96.4% | $2,343-91.8% |
| Participant deferral / active EE | $981 | $3,086-68.2% | $4,939-80.1% | $3,332-70.5% |
| Admin fee / account holder | $826 | $5,698-85.5% | $13,881-94.0% | $4,645-82.2% |