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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 | $92,141 | $67,602+36.3% | $82,312+11.9% | $70,126+31.4% |
| Participation rate | 32.4% | 72.8%-40.4pp | 76.9%-44.5pp | 69.5%-37.2pp |
| Annual return | 20.47% | 21.57%-1.1pp | 25.88%-5.4pp | 73.15%-52.7pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,055 | $2,987-31.2% | $3,706-44.6% | $3,332-38.3% |
| Admin fee / account holder | $1,568 | $4,512-65.3% | $5,608-72.0% | $4,645-66.3% |