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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 | $94,061 | $65,027+44.6% | $90,970+3.4% | $79,852+17.8% |
| Participation rate | 50.8% | 61.6%-10.8pp | 69.0%-18.2pp | 69.6%-18.8pp |
| Annual return | 17.39% | 30.45%-13.1pp | 134.58%-117.2pp | 31.72%-14.3pp |
| Employer contribution / active EE | $129 | $1,247-89.7% | $2,122-93.9% | $2,471-94.8% |
| Participant deferral / active EE | $2,578 | $2,512+2.6% | $3,373-23.6% | $3,740-31.1% |
| Admin fee / account holder | $3,190 | $4,535-29.7% | $5,960-46.5% | $5,306-39.9% |