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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 | $70,504 | $210,510-66.5% | $153,500-54.1% | $145,877-51.7% |
| Participation rate | 66.7% | 82.1%-15.5pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 14.41% | 13.45%+1.0pp | 15.70%-1.3pp | 551.28%-536.9pp |
| Employer contribution / active EE | $0 | $6,052-100.0% | $5,039-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,415 | $7,974-69.7% | $6,756-64.3% | $6,691-63.9% |
| Admin fee / account holder | $2,961 | $19,455-84.8% | $12,736-76.8% | $13,402-77.9% |