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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 | $83,332 | $48,078+73.3% | $78,676+5.9% | $62,881+32.5% |
| Participation rate | 31.0% | 65.2%-34.2pp | 73.6%-42.5pp | 69.3%-38.3pp |
| Annual return | 8.23% | 31.36%-23.1pp | 62.19%-54.0pp | 20.14%-11.9pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,734 | $2,587-33.0% | $3,517-50.7% | $3,203-45.9% |
| Admin fee / account holder | $413 | $3,206-87.1% | $4,510-90.9% | $4,296-90.4% |