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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 | $119,260 | $227,399-47.6% | $189,758-37.2% | $198,609-40.0% |
| Participation rate | 30.0% | 84.0%-54.0pp | 79.8%-49.8pp | 82.4%-52.4pp |
| Annual return | 18.99% | 61.03%-42.0pp | 52.62%-33.6pp | 202.70%-183.7pp |
| Employer contribution / active EE | $1,167 | $5,526-78.9% | $4,767-75.5% | $5,055-76.9% |
| Participant deferral / active EE | $6,342 | $6,837-7.2% | $5,856+8.3% | $6,977-9.1% |
| Admin fee / account holder | $1,986 | $25,162-92.1% | $20,388-90.3% | $19,030-89.6% |