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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 | $140,356 | $58,848+138.5% | $88,179+59.2% | $82,637+69.8% |
| Participation rate | 50.0% | 57.9%-7.9pp | 69.1%-19.1pp | 68.1%-18.1pp |
| Annual return | 17.28% | 22.76%-5.5pp | 64.97%-47.7pp | 53.51%-36.2pp |
| Employer contribution / active EE | $0 | $1,678-100.0% | $2,549-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,008 | $3,124-35.7% | $4,614-56.5% | $4,126-51.3% |
| Admin fee / account holder | $33,003 | $4,795+588.2% | $7,673+330.1% | $7,339+349.7% |