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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 | $149,750 | $201,264-25.6% | $184,185-18.7% | $145,978+2.6% |
| Participation rate | 35.0% | 87.5%-52.5pp | 86.8%-51.8pp | 80.3%-45.3pp |
| Annual return | 13.45% | 29.00%-15.6pp | 28.81%-15.4pp | 550.52%-537.1pp |
| Employer contribution / active EE | $382 | $7,021-94.6% | $6,426-94.1% | $4,662-91.8% |
| Participant deferral / active EE | $3,716 | $9,806-62.1% | $9,132-59.3% | $6,690-44.5% |
| Admin fee / account holder | $695 | $16,376-95.8% | $13,909-95.0% | $13,400-94.8% |