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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 | $201,272 | $101,763+97.8% | $164,866+22.1% | $80,874+148.9% |
| Participation rate | 23.9% | 71.8%-47.9pp | 78.6%-54.7pp | 67.6%-43.7pp |
| Annual return | 11.12% | 16.73%-5.6pp | 69.97%-58.8pp | 35.62%-24.5pp |
| Employer contribution / active EE | $788 | $2,954-73.3% | $4,343-81.9% | $2,756-71.4% |
| Participant deferral / active EE | $2,864 | $4,477-36.0% | $6,033-52.5% | $4,297-33.4% |
| Admin fee / account holder | $10,953 | $8,228+33.1% | $12,689-13.7% | $6,935+57.9% |