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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 | $188,392 | $71,215+164.5% | $93,696+101.1% | $80,935+132.8% |
| Participation rate | 35.0% | 60.4%-25.4pp | 68.7%-33.7pp | 67.7%-32.7pp |
| Annual return | 20.88% | 11.27%+9.6pp | 133.74%-112.9pp | 35.66%-14.8pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,739 | $4,037-32.1% | $4,417-38.0% | $4,299-36.3% |
| Admin fee / account holder | $1,175 | $6,958-83.1% | $8,287-85.8% | $6,924-83.0% |