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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 | $200,887 | $86,949+131.0% | $102,460+96.1% | $80,959+148.1% |
| Participation rate | 60.0% | 72.4%-12.4pp | 76.5%-16.5pp | 67.7%-7.7pp |
| Annual return | 13.92% | 18.89%-5.0pp | 29.47%-15.5pp | 35.67%-21.7pp |
| Employer contribution / active EE | $225 | $2,370-90.5% | $3,025-92.5% | $2,757-91.8% |
| Participant deferral / active EE | $3,412 | $4,121-17.2% | $5,056-32.5% | $4,300-20.7% |
| Admin fee / account holder | $7,117 | $8,048-11.6% | $9,460-24.8% | $6,925+2.8% |