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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 | $111,289 | $56,544+96.8% | $75,501+47.4% | $70,126+58.7% |
| Participation rate | 33.3% | 68.1%-34.8pp | 72.4%-39.0pp | 69.5%-36.2pp |
| Annual return | 16.77% | 23.59%-6.8pp | 27.35%-10.6pp | 73.15%-56.4pp |
| Employer contribution / active EE | $180 | $1,817-90.1% | $2,352-92.3% | $2,343-92.3% |
| Participant deferral / active EE | $1,487 | $2,580-42.4% | $3,142-52.7% | $3,332-55.4% |
| Admin fee / account holder | $10,971 | $3,827+186.7% | $5,801+89.1% | $4,645+136.2% |