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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 | $112,725 | $80,992+39.2% | $96,534+16.8% | $75,173+50.0% |
| Participation rate | 27.5% | 71.8%-44.3pp | 76.0%-48.5pp | 67.2%-39.7pp |
| Annual return | 14.57% | 27.05%-12.5pp | 25.88%-11.3pp | 160.72%-146.1pp |
| Employer contribution / active EE | $227 | $2,283-90.0% | $2,965-92.3% | $2,671-91.5% |
| Participant deferral / active EE | $2,405 | $3,929-38.8% | $4,851-50.4% | $4,126-41.7% |
| Admin fee / account holder | $3,172 | $6,717-52.8% | $8,253-61.6% | $5,651-43.9% |