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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 | $118,667 | $73,787+60.8% | $98,716+20.2% | $82,448+43.9% |
| Participation rate | 19.2% | 61.4%-42.2pp | 69.3%-50.1pp | 68.1%-48.8pp |
| Annual return | 13.34% | 18.57%-5.2pp | 31.81%-18.5pp | 41.64%-28.3pp |
| Employer contribution / active EE | $136 | $1,511-91.0% | $2,279-94.0% | $2,551-94.7% |
| Participant deferral / active EE | $2,048 | $3,081-33.5% | $4,048-49.4% | $4,139-50.5% |
| Admin fee / account holder | $833 | $6,500-87.2% | $8,703-90.4% | $7,234-88.5% |