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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 | $158,907 | $54,541+191.4% | $78,778+101.7% | $70,126+126.6% |
| Participation rate | 48.5% | 60.8%-12.3pp | 69.2%-20.7pp | 69.5%-21.1pp |
| Annual return | 22.28% | 21.07%+1.2pp | 35.62%-13.3pp | 73.15%-50.9pp |
| Employer contribution / active EE | $92 | $1,089-91.5% | $1,986-95.4% | $2,343-96.1% |
| Participant deferral / active EE | $3,783 | $2,210+71.2% | $2,958+27.9% | $3,332+13.6% |
| Admin fee / account holder | $19,049 | $3,709+413.6% | $5,134+271.0% | $4,645+310.1% |