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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 | $80,263 | $72,492+10.7% | $87,104-7.9% | $72,975+10.0% |
| Participation rate | 59.1% | 72.8%-13.7pp | 76.9%-17.8pp | 69.5%-10.4pp |
| Annual return | 39.72% | 24.46%+15.3pp | 28.19%+11.5pp | 81.01%-41.3pp |
| Employer contribution / active EE | $264 | $1,894-86.1% | $2,521-89.5% | $2,440-89.2% |
| Participant deferral / active EE | $1,963 | $3,270-39.9% | $4,048-51.5% | $3,608-45.6% |
| Admin fee / account holder | $896 | $5,055-82.3% | $7,491-88.0% | $5,124-82.5% |