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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 | $125,421 | $112,729+11.3% | $98,716+27.1% | $137,256-8.6% |
| Participation rate | 31.6% | 74.2%-42.6pp | 69.3%-37.7pp | 80.0%-48.4pp |
| Annual return | 15.75% | 38.48%-22.7pp | 31.81%-16.1pp | 220.34%-204.6pp |
| Employer contribution / active EE | $300 | $2,725-89.0% | $2,279-86.8% | $4,156-92.8% |
| Participant deferral / active EE | $3,704 | $4,640-20.2% | $4,048-8.5% | $6,407-42.2% |
| Admin fee / account holder | $541 | $10,129-94.7% | $8,703-93.8% | $12,270-95.6% |