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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 | $113,648 | $57,061+99.2% | $85,063+33.6% | $80,911+40.5% |
| Participation rate | 30.4% | 56.3%-25.9pp | 67.5%-37.1pp | 67.6%-37.2pp |
| Annual return | 13.83% | 21.66%-7.8pp | 66.54%-52.7pp | 35.63%-21.8pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,727-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,611 | $3,110-16.1% | $4,523-42.3% | $4,297-39.2% |
| Admin fee / account holder | $724 | $4,986-85.5% | $6,155-88.2% | $6,935-89.6% |