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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 | $102,775 | $95,404+7.7% | $113,397-9.4% | $82,637+24.4% |
| Participation rate | 54.5% | 72.8%-18.3pp | 76.5%-22.0pp | 68.1%-13.5pp |
| Annual return | 14.30% | 19.08%-4.8pp | 23.20%-8.9pp | 53.51%-39.2pp |
| Employer contribution / active EE | $389 | $2,307-83.1% | $2,977-86.9% | $2,552-84.8% |
| Participant deferral / active EE | $3,867 | $4,220-8.4% | $5,076-23.8% | $4,126-6.3% |
| Admin fee / account holder | $3,753 | $9,168-59.1% | $11,957-68.6% | $7,339-48.9% |