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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 | $71,197+87.1% | $93,669+42.2% | $80,925+64.6% |
| Participation rate | 48.9% | 60.4%-11.5pp | 68.7%-19.8pp | 67.7%-18.8pp |
| Annual return | 12.49% | 11.27%+1.2pp | 133.59%-121.1pp | 35.65%-23.2pp |
| Employer contribution / active EE | $3 | $1,565-99.8% | $2,424-99.9% | $2,756-99.9% |
| Participant deferral / active EE | $2,031 | $4,036-49.7% | $4,416-54.0% | $4,299-52.8% |
| Admin fee / account holder | $16,725 | $6,959+140.3% | $8,291+101.7% | $6,940+141.0% |