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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 | $209,132 | $95,959+117.9% | $97,411+114.7% | $138,895+50.6% |
| Participation rate | 40.0% | 81.8%-41.8pp | 80.4%-40.4pp | 79.9%-39.9pp |
| Annual return | 20.04% | 29.30%-9.3pp | 34.72%-14.7pp | 145.39%-125.4pp |
| Employer contribution / active EE | $154 | $4,278-96.4% | $4,210-96.4% | $4,194-96.3% |
| Participant deferral / active EE | $1,536 | $5,876-73.9% | $5,886-73.9% | $6,396-76.0% |
| Admin fee / account holder | $421 | $7,555-94.4% | $7,145-94.1% | $12,562-96.7% |