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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 | $134,578 | $67,602+99.1% | $82,312+63.5% | $70,126+91.9% |
| Participation rate | 56.7% | 72.8%-16.1pp | 76.9%-20.2pp | 69.5%-12.9pp |
| Annual return | 19.06% | 21.57%-2.5pp | 25.88%-6.8pp | 73.15%-54.1pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $6,758 | $2,987+126.2% | $3,706+82.4% | $3,332+102.8% |
| Admin fee / account holder | $4,316 | $4,512-4.3% | $5,608-23.0% | $4,645-7.1% |