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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 | $109,502 | $78,707+39.1% | $117,861-7.1% | $70,126+56.2% |
| Participation rate | 62.2% | 73.2%-11.0pp | 79.7%-17.4pp | 69.5%-7.3pp |
| Annual return | 18.11% | 23.30%-5.2pp | 335.11%-317.0pp | 73.15%-55.0pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,341 | $3,297+1.3% | $4,482-25.4% | $3,332+0.3% |
| Admin fee / account holder | $5,992 | $5,066+18.3% | $8,021-25.3% | $4,645+29.0% |