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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 | $96,783 | $65,034+48.8% | $90,970+6.4% | $79,856+21.2% |
| Participation rate | 21.6% | 61.6%-40.0pp | 69.0%-47.4pp | 69.6%-48.0pp |
| Annual return | 15.39% | 30.45%-15.1pp | 134.60%-119.2pp | 31.71%-16.3pp |
| Employer contribution / active EE | $65 | $1,247-94.8% | $2,122-96.9% | $2,471-97.4% |
| Participant deferral / active EE | $1,135 | $2,512-54.8% | $3,373-66.3% | $3,741-69.7% |
| Admin fee / account holder | $1,154 | $4,536-74.6% | $5,961-80.6% | $5,306-78.3% |