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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 | $97,666 | $65,367+49.4% | $92,915+5.1% | $72,976+33.8% |
| Participation rate | 48.1% | 68.3%-20.2pp | 76.0%-27.9pp | 69.5%-21.3pp |
| Annual return | 24.29% | 42.11%-17.8pp | 109.45%-85.2pp | 81.02%-56.7pp |
| Employer contribution / active EE | $16 | $2,594-99.4% | $3,653-99.6% | $2,440-99.3% |
| Participant deferral / active EE | $2,595 | $3,128-17.1% | $4,238-38.8% | $3,608-28.1% |
| Admin fee / account holder | $2,746 | $4,251-35.4% | $5,796-52.6% | $5,124-46.4% |