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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 | $187,593 | $57,140+228.3% | $85,240+120.1% | $80,959+131.7% |
| Participation rate | 8.2% | 56.4%-48.2pp | 67.5%-59.3pp | 67.7%-59.4pp |
| Annual return | 18.21% | 21.71%-3.5pp | 66.75%-48.5pp | 35.67%-17.5pp |
| Employer contribution / active EE | $100 | $1,802-94.4% | $2,735-96.3% | $2,757-96.4% |
| Participant deferral / active EE | $897 | $3,115-71.2% | $4,527-80.2% | $4,300-79.1% |
| Admin fee / account holder | $1,764 | $4,992-64.7% | $6,165-71.4% | $6,925-74.5% |