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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 | $97,508 | $80,763+20.7% | $102,412-4.8% | $74,459+31.0% |
| Participation rate | 26.5% | 65.7%-39.1pp | 74.5%-48.0pp | 67.2%-40.7pp |
| Annual return | 13.23% | 27.57%-14.3pp | 24.94%-11.7pp | 1369.70%-1356.5pp |
| Employer contribution / active EE | $762 | $3,160-75.9% | $3,870-80.3% | $2,626-71.0% |
| Participant deferral / active EE | $1,744 | $3,862-54.8% | $5,060-65.5% | $4,350-59.9% |
| Admin fee / account holder | $1,137 | $2,371-52.1% | $8,388-86.4% | $1,945-41.6% |