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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 | $134,439 | $64,324+109.0% | $118,914+13.1% | $79,856+68.4% |
| Participation rate | 22.8% | 64.9%-42.0pp | 75.4%-52.6pp | 69.6%-46.8pp |
| Annual return | 22.63% | 86.45%-63.8pp | 35.89%-13.3pp | 31.71%-9.1pp |
| Employer contribution / active EE | $381 | $1,836-79.3% | $3,264-88.3% | $2,471-84.6% |
| Participant deferral / active EE | $2,172 | $2,824-23.1% | $4,266-49.1% | $3,741-41.9% |
| Admin fee / account holder | $1,765 | $4,040-56.3% | $6,582-73.2% | $5,306-66.7% |