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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 | $122,436 | $80,731+51.7% | $103,378+18.4% | $74,400+64.6% |
| Participation rate | 17.6% | 65.7%-48.0pp | 74.5%-56.9pp | 67.2%-49.6pp |
| Annual return | 12.16% | 27.56%-15.4pp | 24.91%-12.7pp | 1367.51%-1355.4pp |
| Employer contribution / active EE | $632 | $3,159-80.0% | $3,870-83.7% | $2,624-75.9% |
| Participant deferral / active EE | $1,727 | $3,862-55.3% | $5,058-65.9% | $4,348-60.3% |
| Admin fee / account holder | $2,614 | $2,369+10.3% | $8,401-68.9% | $1,944+34.5% |