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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 | $49,992 | $25,014+99.9% | $69,623-28.2% | $80,935-38.2% |
| Participation rate | 50.0% | 64.2%-14.2pp | 66.4%-16.4pp | 67.7%-17.7pp |
| Annual return | 18.08% | 19.08%-1.0pp | 101.23%-83.1pp | 35.66%-17.6pp |
| Employer contribution / active EE | $231 | $991-76.7% | $1,709-86.5% | $2,757-91.6% |
| Participant deferral / active EE | $1,442 | $1,840-21.6% | $2,890-50.1% | $4,299-66.5% |
| Admin fee / account holder | $19,710 | $2,491+691.3% | $4,696+319.7% | $6,924+184.7% |