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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 | $122,821 | $73,787+66.5% | $98,716+24.4% | $82,448+49.0% |
| Participation rate | 43.8% | 61.4%-17.7pp | 69.3%-25.5pp | 68.1%-24.3pp |
| Annual return | 14.49% | 18.57%-4.1pp | 31.81%-17.3pp | 41.64%-27.2pp |
| Employer contribution / active EE | $141 | $1,511-90.7% | $2,279-93.8% | $2,551-94.5% |
| Participant deferral / active EE | $4,803 | $3,081+55.9% | $4,048+18.7% | $4,139+16.0% |
| Admin fee / account holder | $11,675 | $6,500+79.6% | $8,703+34.2% | $7,234+61.4% |