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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 | $133,188 | $71,208+87.0% | $93,681+42.2% | $80,911+64.6% |
| Participation rate | 48.9% | 60.4%-11.5pp | 68.7%-19.8pp | 67.6%-18.8pp |
| Annual return | 12.49% | 11.27%+1.2pp | 133.47%-121.0pp | 35.63%-23.1pp |
| Employer contribution / active EE | $3 | $1,564-99.8% | $2,422-99.9% | $2,756-99.9% |
| Participant deferral / active EE | $2,031 | $4,035-49.7% | $4,415-54.0% | $4,297-52.7% |
| Admin fee / account holder | $16,725 | $6,951+140.6% | $8,290+101.8% | $6,935+141.2% |