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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 | $115,325 | $117,846-2.1% | $102,434+12.6% | $145,884-20.9% |
| Participation rate | 63.2% | 78.6%-15.5pp | 76.5%-13.4pp | 80.3%-17.1pp |
| Annual return | 11.87% | 31.90%-20.0pp | 29.46%-17.6pp | 551.85%-540.0pp |
| Employer contribution / active EE | $487 | $3,615-86.5% | $3,023-83.9% | $4,662-89.5% |
| Participant deferral / active EE | $4,168 | $5,733-27.3% | $5,055-17.5% | $6,690-37.7% |
| Admin fee / account holder | $2,702 | $13,356-79.8% | $9,462-71.4% | $13,392-79.8% |