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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 | $146,110 | $72,471+101.6% | $94,215+55.1% | $86,983+68.0% |
| Participation rate | 52.0% | 63.9%-11.9pp | 70.0%-18.0pp | 69.5%-17.5pp |
| Annual return | 12.42% | 26.44%-14.0pp | 28.22%-15.8pp | 25.83%-13.4pp |
| Employer contribution / active EE | $232 | $1,936-88.0% | $2,675-91.3% | $2,584-91.0% |
| Participant deferral / active EE | $1,416 | $3,397-58.3% | $4,276-66.9% | $4,194-66.2% |
| Admin fee / account holder | $6,028 | $6,468-6.8% | $10,216-41.0% | $7,856-23.3% |