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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 | $170,896 | $86,949+96.5% | $102,460+66.8% | $80,959+111.1% |
| Participation rate | 65.4% | 72.4%-7.0pp | 76.5%-11.1pp | 67.7%-2.3pp |
| Annual return | 11.37% | 18.89%-7.5pp | 29.47%-18.1pp | 35.67%-24.3pp |
| Employer contribution / active EE | $528 | $2,370-77.7% | $3,025-82.5% | $2,757-80.9% |
| Participant deferral / active EE | $5,037 | $4,121+22.2% | $5,056-0.4% | $4,300+17.1% |
| Admin fee / account holder | $1,740 | $8,048-78.4% | $9,460-81.6% | $6,925-74.9% |