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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 | $142,728 | $68,880+107.2% | $120,580+18.4% | $80,959+76.3% |
| Participation rate | 48.6% | 61.7%-13.1pp | 72.0%-23.3pp | 67.7%-19.0pp |
| Annual return | 10.59% | 23.68%-13.1pp | 107.48%-96.9pp | 35.67%-25.1pp |
| Employer contribution / active EE | $0 | $2,066-100.0% | $3,469-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,557 | $3,191+11.5% | $4,995-28.8% | $4,300-17.3% |
| Admin fee / account holder | $11,410 | $5,785+97.2% | $9,418+21.1% | $6,925+64.8% |