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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 | $104,138 | $46,877+122.2% | $122,354-14.9% | $70,126+48.5% |
| Participation rate | 63.3% | 58.2%+5.1pp | 71.6%-8.4pp | 69.5%-6.3pp |
| Annual return | 13.74% | 24.22%-10.5pp | 30.28%-16.5pp | 73.15%-59.4pp |
| Employer contribution / active EE | $70 | $1,288-94.6% | $4,051-98.3% | $2,343-97.0% |
| Participant deferral / active EE | $4,765 | $2,167+119.9% | $3,287+45.0% | $3,332+43.0% |
| Admin fee / account holder | $834 | $3,324-74.9% | $5,479-84.8% | $4,645-82.0% |