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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 | $108,880 | $65,361+66.6% | $92,903+17.2% | $72,983+49.2% |
| Participation rate | 47.9% | 68.3%-20.4pp | 76.0%-28.1pp | 69.5%-21.6pp |
| Annual return | 21.99% | 42.11%-20.1pp | 109.43%-87.4pp | 81.01%-59.0pp |
| Employer contribution / active EE | $381 | $2,594-85.3% | $3,653-89.6% | $2,440-84.4% |
| Participant deferral / active EE | $2,221 | $3,128-29.0% | $4,238-47.6% | $3,608-38.4% |
| Admin fee / account holder | $581 | $4,251-86.3% | $5,795-90.0% | $5,124-88.7% |