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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 | $148,443 | $71,197+108.5% | $93,669+58.5% | $80,925+83.4% |
| Participation rate | 30.8% | 60.4%-29.6pp | 68.7%-38.0pp | 67.7%-36.9pp |
| Annual return | 18.19% | 11.27%+6.9pp | 133.59%-115.4pp | 35.65%-17.5pp |
| Employer contribution / active EE | $273 | $1,565-82.6% | $2,424-88.7% | $2,756-90.1% |
| Participant deferral / active EE | $1,734 | $4,036-57.0% | $4,416-60.7% | $4,299-59.7% |
| Admin fee / account holder | $2,750 | $6,959-60.5% | $8,291-66.8% | $6,940-60.4% |