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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 | $80,763+51.6% | $102,412+19.6% | $74,459+64.4% |
| Participation rate | 17.6% | 65.7%-48.0pp | 74.5%-56.9pp | 67.2%-49.6pp |
| Annual return | 12.16% | 27.57%-15.4pp | 24.94%-12.8pp | 1369.70%-1357.5pp |
| Employer contribution / active EE | $632 | $3,160-80.0% | $3,870-83.7% | $2,626-75.9% |
| Participant deferral / active EE | $1,727 | $3,862-55.3% | $5,060-65.9% | $4,350-60.3% |
| Admin fee / account holder | $2,614 | $2,371+10.2% | $8,388-68.8% | $1,945+34.4% |