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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 | $71,208+108.5% | $93,681+58.5% | $80,911+83.5% |
| Participation rate | 30.8% | 60.4%-29.6pp | 68.7%-38.0pp | 67.6%-36.9pp |
| Annual return | 18.19% | 11.27%+6.9pp | 133.47%-115.3pp | 35.63%-17.4pp |
| Employer contribution / active EE | $273 | $1,564-82.6% | $2,422-88.7% | $2,756-90.1% |
| Participant deferral / active EE | $1,734 | $4,035-57.0% | $4,415-60.7% | $4,297-59.6% |
| Admin fee / account holder | $2,750 | $6,951-60.4% | $8,290-66.8% | $6,935-60.4% |