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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 | $216,953 | $65,027+233.6% | $90,970+138.5% | $79,852+171.7% |
| Participation rate | 39.3% | 61.6%-22.3pp | 69.0%-29.7pp | 69.6%-30.4pp |
| Annual return | 35.04% | 30.45%+4.6pp | 134.58%-99.5pp | 31.72%+3.3pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,723 | $2,512+48.2% | $3,373+10.4% | $3,740-0.5% |
| Admin fee / account holder | $1,744 | $4,535-61.5% | $5,960-70.7% | $5,306-67.1% |