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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 | $127,263 | $83,477+52.5% | $125,175+1.7% | $72,986+74.4% |
| Participation rate | 62.8% | 73.3%-10.5pp | 79.8%-17.0pp | 69.5%-6.7pp |
| Annual return | 24.94% | 25.78%-0.8pp | 43.79%-18.8pp | 81.01%-56.1pp |
| Employer contribution / active EE | $332 | $2,345-85.8% | $3,865-91.4% | $2,440-86.4% |
| Participant deferral / active EE | $5,264 | $3,585+46.8% | $4,937+6.6% | $3,607+45.9% |
| Admin fee / account holder | $2,380 | $5,517-56.9% | $9,702-75.5% | $5,124-53.5% |