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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 | $141,155 | $110,248+28.0% | $95,728+47.5% | $139,456+1.2% |
| Participation rate | 60.0% | 75.7%-15.7pp | 72.3%-12.3pp | 80.3%-20.3pp |
| Annual return | 12.28% | 27.16%-14.9pp | 28.40%-16.1pp | 373.45%-361.2pp |
| Employer contribution / active EE | $148 | $3,258-95.5% | $2,835-94.8% | $4,753-96.9% |
| Participant deferral / active EE | $734 | $4,675-84.3% | $4,245-82.7% | $6,711-89.1% |
| Admin fee / account holder | $1,317 | $6,607-80.1% | $5,673-76.8% | $11,407-88.5% |