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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 | $135,501 | $61,125+121.7% | $94,057+44.1% | $87,485+54.9% |
| Participation rate | 7.1% | 64.1%-56.9pp | 73.3%-66.2pp | 68.9%-61.8pp |
| Annual return | 21.37% | 35.20%-13.8pp | 480.62%-459.3pp | 26.06%-4.7pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,151 | $3,260-64.7% | $4,709-75.6% | $4,274-73.1% |
| Admin fee / account holder | $1,379 | $5,629-75.5% | $7,244-81.0% | $7,775-82.3% |