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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 | $112,612 | $78,425+43.6% | $95,956+17.4% | $79,858+41.0% |
| Participation rate | 67.5% | 73.5%-6.0pp | 77.1%-9.6pp | 69.6%-2.1pp |
| Annual return | 17.90% | 19.37%-1.5pp | 91.63%-73.7pp | 31.72%-13.8pp |
| Employer contribution / active EE | $416 | $1,945-78.6% | $2,541-83.6% | $2,471-83.2% |
| Participant deferral / active EE | $2,309 | $3,440-32.9% | $4,167-44.6% | $3,740-38.3% |
| Admin fee / account holder | $1,573 | $5,622-72.0% | $6,797-76.9% | $5,306-70.4% |