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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 | $129,910 | $89,259+45.5% | $107,187+21.2% | $82,637+57.2% |
| Participation rate | 56.0% | 67.9%-11.9pp | 75.0%-19.0pp | 68.1%-12.1pp |
| Annual return | 19.12% | 21.02%-1.9pp | 204.55%-185.4pp | 53.51%-34.4pp |
| Employer contribution / active EE | $751 | $3,080-75.6% | $3,782-80.2% | $2,552-70.6% |
| Participant deferral / active EE | $4,856 | $4,037+20.3% | $5,096-4.7% | $4,126+17.7% |
| Admin fee / account holder | $3,802 | $7,381-48.5% | $9,162-58.5% | $7,339-48.2% |