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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 | $102,365 | $72,272+41.6% | $101,264+1.1% | $79,858+28.2% |
| Participation rate | 23.4% | 68.5%-45.1pp | 75.8%-52.4pp | 69.6%-46.2pp |
| Annual return | 19.31% | 22.30%-3.0pp | 46.48%-27.2pp | 31.72%-12.4pp |
| Employer contribution / active EE | $605 | $2,692-77.5% | $3,660-83.5% | $2,471-75.5% |
| Participant deferral / active EE | $1,853 | $3,282-43.5% | $4,370-57.6% | $3,740-50.5% |
| Admin fee / account holder | $2,988 | $4,401-32.1% | $5,947-49.7% | $5,306-43.7% |