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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 | $219,488 | $86,949+152.4% | $102,460+114.2% | $80,959+171.1% |
| Participation rate | 30.3% | 72.4%-42.1pp | 76.5%-46.2pp | 67.7%-37.4pp |
| Annual return | 25.20% | 18.89%+6.3pp | 29.47%-4.3pp | 35.67%-10.5pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,629 | $4,121-36.2% | $5,056-48.0% | $4,300-38.9% |
| Admin fee / account holder | $22,049 | $8,048+174.0% | $9,460+133.1% | $6,925+218.4% |