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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 | $125,814 | $81,276+54.8% | $155,574-19.1% | $80,925+55.5% |
| Participation rate | 27.3% | 66.2%-39.0pp | 78.2%-50.9pp | 67.7%-40.4pp |
| Annual return | 16.45% | 33.36%-16.9pp | 64.87%-48.4pp | 35.65%-19.2pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,011 | $3,453-70.7% | $5,629-82.0% | $4,299-76.5% |
| Admin fee / account holder | $465 | $7,993-94.2% | $15,914-97.1% | $6,940-93.3% |