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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 | $95,962 | $67,606+41.9% | $82,313+16.6% | $70,131+36.8% |
| Participation rate | 57.5% | 72.8%-15.3pp | 76.9%-19.4pp | 69.5%-12.0pp |
| Annual return | 14.04% | 21.57%-7.5pp | 25.88%-11.8pp | 73.14%-59.1pp |
| Employer contribution / active EE | $103 | $1,755-94.1% | $2,428-95.8% | $2,342-95.6% |
| Participant deferral / active EE | $1,564 | $2,987-47.7% | $3,706-57.8% | $3,332-53.1% |
| Admin fee / account holder | $5,271 | $4,512+16.8% | $5,608-6.0% | $4,645+13.5% |