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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 | $110,092 | $239,571-54.0% | $183,328-39.9% | $137,256-19.8% |
| Participation rate | 33.3% | 82.4%-49.1pp | 77.3%-44.0pp | 80.0%-46.6pp |
| Annual return | 15.27% | 35.69%-20.4pp | 29.67%-14.4pp | 220.34%-205.1pp |
| Employer contribution / active EE | $1,369 | $6,148-77.7% | $5,055-72.9% | $4,156-67.1% |
| Participant deferral / active EE | $2,767 | $7,995-65.4% | $6,795-59.3% | $6,407-56.8% |
| Admin fee / account holder | $3,179 | $30,059-89.4% | $21,427-85.2% | $12,270-74.1% |