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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 | $110,275 | $65,027+69.6% | $90,970+21.2% | $79,852+38.1% |
| Participation rate | 48.8% | 61.6%-12.8pp | 69.0%-20.2pp | 69.6%-20.9pp |
| Annual return | 14.78% | 30.45%-15.7pp | 134.58%-119.8pp | 31.72%-16.9pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,152 | $2,512+25.5% | $3,373-6.5% | $3,740-15.7% |
| Admin fee / account holder | $3,917 | $4,535-13.6% | $5,960-34.3% | $5,306-26.2% |