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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 | $106,971 | $81,358+31.5% | $155,556-31.2% | $80,959+32.1% |
| Participation rate | 54.2% | 66.3%-12.0pp | 78.2%-24.0pp | 67.7%-13.4pp |
| Annual return | 19.72% | 33.39%-13.7pp | 64.84%-45.1pp | 35.67%-16.0pp |
| Employer contribution / active EE | $174 | $3,106-94.4% | $4,675-96.3% | $2,757-93.7% |
| Participant deferral / active EE | $7,837 | $3,455+126.8% | $5,631+39.2% | $4,300+82.2% |
| Admin fee / account holder | $1,111 | $7,994-86.1% | $15,885-93.0% | $6,925-84.0% |