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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 | $95,421 | $71,197+34.0% | $93,669+1.9% | $80,925+17.9% |
| Participation rate | 35.9% | 60.4%-24.5pp | 68.7%-32.8pp | 67.7%-31.7pp |
| Annual return | 11.32% | 11.27%0pp | 133.59%-122.3pp | 35.65%-24.3pp |
| Employer contribution / active EE | $244 | $1,565-84.4% | $2,424-89.9% | $2,756-91.1% |
| Participant deferral / active EE | $1,280 | $4,036-68.3% | $4,416-71.0% | $4,299-70.2% |
| Admin fee / account holder | $2,838 | $6,959-59.2% | $8,291-65.8% | $6,940-59.1% |