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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 | $113,208 | $77,901+45.3% | $149,717-24.4% | $75,181+50.6% |
| Participation rate | 52.9% | 65.6%-12.6pp | 78.8%-25.8pp | 67.2%-14.3pp |
| Annual return | 14.63% | 31.73%-17.1pp | 134.41%-119.8pp | 160.69%-146.1pp |
| Employer contribution / active EE | $83 | $3,137-97.4% | $4,820-98.3% | $2,671-96.9% |
| Participant deferral / active EE | $1,579 | $3,411-53.7% | $5,682-72.2% | $4,126-61.7% |
| Admin fee / account holder | $4,562 | $5,949-23.3% | $13,213-65.5% | $5,650-19.3% |