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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 | $212,394 | $100,194+112.0% | $122,979+72.7% | $86,983+144.2% |
| Participation rate | 11.1% | 73.0%-61.9pp | 77.2%-66.1pp | 69.5%-58.4pp |
| Annual return | 16.47% | 16.47%0pp | 20.12%-3.6pp | 25.83%-9.4pp |
| Employer contribution / active EE | $602 | $2,326-74.1% | $3,062-80.4% | $2,584-76.7% |
| Participant deferral / active EE | $1,935 | $4,133-53.2% | $5,003-61.3% | $4,194-53.9% |
| Admin fee / account holder | $1,123 | $10,148-88.9% | $12,864-91.3% | $7,856-85.7% |