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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 | $242,172 | $167,415+44.7% | $140,514+72.3% | $198,609+21.9% |
| Participation rate | 52.6% | 80.9%-28.3pp | 77.8%-25.2pp | 82.4%-29.7pp |
| Annual return | 12.94% | 13.85%-0.9pp | 14.36%-1.4pp | 202.70%-189.8pp |
| Employer contribution / active EE | $0 | $4,088-100.0% | $3,378-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $3,491 | $5,579-37.4% | $4,919-29.0% | $6,977-50.0% |
| Admin fee / account holder | $74,354 | $16,730+344.4% | $13,697+442.8% | $19,030+290.7% |