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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 | $160,307 | $115,225+39.1% | $100,712+59.2% | $138,895+15.4% |
| Participation rate | 43.8% | 74.3%-30.6pp | 69.3%-25.5pp | 79.9%-36.2pp |
| Annual return | 16.06% | 40.35%-24.3pp | 33.27%-17.2pp | 145.39%-129.3pp |
| Employer contribution / active EE | $306 | $2,771-89.0% | $2,313-86.8% | $4,194-92.7% |
| Participant deferral / active EE | $1,388 | $4,699-70.5% | $4,085-66.0% | $6,396-78.3% |
| Admin fee / account holder | $1,481 | $10,844-86.3% | $9,256-84.0% | $12,562-88.2% |