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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 | $103,034 | $65,367+57.6% | $92,915+10.9% | $72,976+41.2% |
| Participation rate | 45.1% | 68.3%-23.2pp | 76.0%-30.9pp | 69.5%-24.4pp |
| Annual return | 22.75% | 42.11%-19.4pp | 109.45%-86.7pp | 81.02%-58.3pp |
| Employer contribution / active EE | $555 | $2,594-78.6% | $3,653-84.8% | $2,440-77.3% |
| Participant deferral / active EE | $2,283 | $3,128-27.0% | $4,238-46.1% | $3,608-36.7% |
| Admin fee / account holder | $2,756 | $4,251-35.2% | $5,796-52.4% | $5,124-46.2% |