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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 | $112,845 | $138,366-18.4% | $184,185-38.7% | $80,911+39.5% |
| Participation rate | 60.6% | 83.9%-23.3pp | 86.8%-26.2pp | 67.6%-7.0pp |
| Annual return | 84.81% | 20.02%+64.8pp | 28.81%+56.0pp | 35.63%+49.2pp |
| Employer contribution / active EE | $1,314 | $4,849-72.9% | $6,426-79.5% | $2,756-52.3% |
| Participant deferral / active EE | $3,415 | $7,074-51.7% | $9,132-62.6% | $4,297-20.5% |
| Admin fee / account holder | $4,614 | $10,484-56.0% | $13,909-66.8% | $6,935-33.5% |