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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 | $212,899 | $72,273+194.6% | $101,275+110.2% | $79,856+166.6% |
| Participation rate | 10.3% | 68.5%-58.1pp | 75.8%-65.5pp | 69.6%-59.3pp |
| Annual return | 19.83% | 22.30%-2.5pp | 46.48%-26.6pp | 31.71%-11.9pp |
| Employer contribution / active EE | $589 | $2,691-78.1% | $3,660-83.9% | $2,471-76.2% |
| Participant deferral / active EE | $1,399 | $3,282-57.4% | $4,371-68.0% | $3,741-62.6% |
| Admin fee / account holder | $559 | $4,401-87.3% | $5,948-90.6% | $5,306-89.5% |