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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 | $113,183 | $99,053+14.3% | $88,179+28.4% | $138,895-18.5% |
| Participation rate | 43.5% | 74.2%-30.8pp | 69.1%-25.7pp | 79.9%-36.4pp |
| Annual return | 13.48% | 78.17%-64.7pp | 64.97%-51.5pp | 145.39%-131.9pp |
| Employer contribution / active EE | $324 | $2,882-88.8% | $2,549-87.3% | $4,194-92.3% |
| Participant deferral / active EE | $5,347 | $5,225+2.3% | $4,614+15.9% | $6,396-16.4% |
| Admin fee / account holder | $342 | $8,748-96.1% | $7,673-95.5% | $12,562-97.3% |