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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 | $80,881 | $50,972+58.7% | $88,632-8.7% | $72,976+10.8% |
| Participation rate | 40.4% | 63.4%-23.0pp | 68.8%-28.3pp | 69.5%-29.1pp |
| Annual return | 27.06% | 29.62%-2.6pp | 43.75%-16.7pp | 81.02%-54.0pp |
| Employer contribution / active EE | $171 | $1,475-88.4% | $2,101-91.8% | $2,440-93.0% |
| Participant deferral / active EE | $1,702 | $2,230-23.7% | $2,917-41.7% | $3,608-52.8% |
| Admin fee / account holder | $1,314 | $3,230-59.3% | $4,308-69.5% | $5,124-74.3% |