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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 | $85,274 | $46,688+82.6% | $189,758-55.1% | $69,733+22.3% |
| Participation rate | 55.6% | 61.7%-6.1pp | 79.8%-24.2pp | 62.5%-6.9pp |
| Annual return | 15.46% | 14.35%+1.1pp | 52.62%-37.2pp | 15.22%+0.2pp |
| Employer contribution / active EE | $373 | $1,695-78.0% | $4,767-92.2% | $2,250-83.4% |
| Participant deferral / active EE | $3,674 | $2,143+71.5% | $5,856-37.3% | $3,054+20.3% |
| Admin fee / account holder | $6,860 | $1,700+303.4% | $20,388-66.4% | $3,102+121.2% |