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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 | $102,092 | $155,555-34.4% | $146,866-30.5% | $155,188-34.2% |
| Participation rate | 42.9% | 84.0%-41.1pp | 82.5%-39.7pp | 80.8%-37.9pp |
| Annual return | 12.72% | 115.41%-102.7pp | 102.85%-90.1pp | 148.84%-136.1pp |
| Employer contribution / active EE | $648 | $4,647-86.0% | $4,425-85.3% | $4,248-84.7% |
| Participant deferral / active EE | $2,778 | $8,044-65.5% | $7,759-64.2% | $6,531-57.5% |
| Admin fee / account holder | $2,057 | $14,755-86.1% | $13,620-84.9% | $14,480-85.8% |