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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 | $159,586 | $118,496+34.7% | $98,461+62.1% | $139,466+14.4% |
| Participation rate | 50.0% | 77.5%-27.5pp | 75.2%-25.2pp | 80.3%-30.3pp |
| Annual return | 13.93% | 18.96%-5.0pp | 21.17%-7.2pp | 373.66%-359.7pp |
| Employer contribution / active EE | $240 | $3,611-93.4% | $3,049-92.1% | $4,754-95.0% |
| Participant deferral / active EE | $2,915 | $5,393-46.0% | $4,738-38.5% | $6,712-56.6% |
| Admin fee / account holder | $3,345 | $14,056-76.2% | $8,961-62.7% | $11,409-70.7% |