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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 | $197,244 | $78,428+151.5% | $95,960+105.5% | $79,852+147.0% |
| Participation rate | 52.0% | 73.5%-21.5pp | 77.1%-25.1pp | 69.6%-17.6pp |
| Annual return | 11.58% | 19.37%-7.8pp | 91.63%-80.1pp | 31.72%-20.1pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,831 | $3,440-46.8% | $4,167-56.1% | $3,740-51.1% |
| Admin fee / account holder | $9,628 | $5,622+71.2% | $6,797+41.6% | $5,306+81.4% |