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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 | $190,491 | $128,603+48.1% | $197,124-3.4% | $67,986+180.2% |
| Participation rate | 56.1% | 81.7%-25.6pp | 86.7%-30.6pp | 57.2%-1.1pp |
| Annual return | 14.80% | 23.77%-9.0pp | 44.34%-29.5pp | 31.67%-16.9pp |
| Employer contribution / active EE | $1,100 | $4,379-74.9% | $6,227-82.3% | $2,019-45.5% |
| Participant deferral / active EE | $3,658 | $6,840-46.5% | $9,135-60.0% | $3,358+8.9% |
| Admin fee / account holder | $17,827 | $3,035+487.4% | $16,298+9.4% | $3,203+456.6% |