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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 | $157,163 | $71,215+120.7% | $93,696+67.7% | $80,935+94.2% |
| Participation rate | 46.0% | 60.4%-14.4pp | 68.7%-22.7pp | 67.7%-21.7pp |
| Annual return | 16.24% | 11.27%+5.0pp | 133.74%-117.5pp | 35.66%-19.4pp |
| Employer contribution / active EE | $264 | $1,565-83.1% | $2,422-89.1% | $2,757-90.4% |
| Participant deferral / active EE | $2,350 | $4,037-41.8% | $4,417-46.8% | $4,299-45.3% |
| Admin fee / account holder | $1,007 | $6,958-85.5% | $8,287-87.9% | $6,924-85.5% |