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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 | $111,384 | $86,949+28.1% | $102,460+8.7% | $80,959+37.6% |
| Participation rate | 32.3% | 72.4%-40.1pp | 76.5%-44.3pp | 67.7%-35.4pp |
| Annual return | 10.39% | 18.89%-8.5pp | 29.47%-19.1pp | 35.67%-25.3pp |
| Employer contribution / active EE | $475 | $2,370-80.0% | $3,025-84.3% | $2,757-82.8% |
| Participant deferral / active EE | $2,449 | $4,121-40.6% | $5,056-51.6% | $4,300-43.1% |
| Admin fee / account holder | $1,454 | $8,048-81.9% | $9,460-84.6% | $6,925-79.0% |