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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 | $90,209 | $51,222+76.1% | $70,544+27.9% | $75,173+20.0% |
| Participation rate | 21.2% | 61.0%-39.8pp | 68.4%-47.2pp | 67.2%-46.0pp |
| Annual return | 22.60% | 30.06%-7.5pp | 32.79%-10.2pp | 160.72%-138.1pp |
| Employer contribution / active EE | $170 | $1,827-90.7% | $2,976-94.3% | $2,671-93.6% |
| Participant deferral / active EE | $1,580 | $2,850-44.6% | $4,568-65.4% | $4,126-61.7% |
| Admin fee / account holder | $447 | $4,096-89.1% | $6,427-93.1% | $5,651-92.1% |