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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 | $122,028 | $117,904+3.5% | $102,457+19.1% | $145,978-16.4% |
| Participation rate | 25.0% | 78.6%-53.6pp | 76.5%-51.5pp | 80.3%-55.3pp |
| Annual return | 15.24% | 31.80%-16.6pp | 29.41%-14.2pp | 550.52%-535.3pp |
| Employer contribution / active EE | $780 | $3,613-78.4% | $3,022-74.2% | $4,662-83.3% |
| Participant deferral / active EE | $2,709 | $5,733-52.8% | $5,054-46.4% | $6,690-59.5% |
| Admin fee / account holder | $574 | $13,329-95.7% | $9,451-93.9% | $13,400-95.7% |