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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 | $110,881 | $89,259+24.2% | $107,187+3.4% | $82,637+34.2% |
| Participation rate | 69.5% | 67.9%+1.6pp | 75.0%-5.5pp | 68.1%+1.4pp |
| Annual return | 14.92% | 21.02%-6.1pp | 204.55%-189.6pp | 53.51%-38.6pp |
| Employer contribution / active EE | $289 | $3,080-90.6% | $3,782-92.4% | $2,552-88.7% |
| Participant deferral / active EE | $2,722 | $4,037-32.6% | $5,096-46.6% | $4,126-34.0% |
| Admin fee / account holder | $10,913 | $7,381+47.8% | $9,162+19.1% | $7,339+48.7% |