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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 | $108,342 | $65,364+65.8% | $92,909+16.6% | $72,975+48.5% |
| Participation rate | 60.5% | 68.3%-7.8pp | 76.0%-15.5pp | 69.5%-9.0pp |
| Annual return | 19.37% | 42.11%-22.7pp | 109.44%-90.1pp | 81.01%-61.6pp |
| Employer contribution / active EE | $292 | $2,594-88.7% | $3,653-92.0% | $2,440-88.0% |
| Participant deferral / active EE | $2,107 | $3,128-32.6% | $4,238-50.3% | $3,608-41.6% |
| Admin fee / account holder | $838 | $4,251-80.3% | $5,795-85.5% | $5,124-83.6% |