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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 | $95,086 | $58,512+62.5% | $84,020+13.2% | $72,983+30.3% |
| Participation rate | 62.9% | 61.2%+1.6pp | 69.0%-6.2pp | 69.5%-6.6pp |
| Annual return | 22.19% | 28.93%-6.7pp | 71.31%-49.1pp | 81.01%-58.8pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,874 | $2,394+20.0% | $3,239-11.3% | $3,608-20.3% |
| Admin fee / account holder | $2,164 | $4,569-52.6% | $6,101-64.5% | $5,124-57.8% |