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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 | $190,280 | $87,059+118.6% | $105,608+80.2% | $80,925+135.1% |
| Participation rate | 33.3% | 70.4%-37.1pp | 75.3%-42.0pp | 67.7%-34.3pp |
| Annual return | 13.04% | 17.05%-4.0pp | 116.50%-103.5pp | 35.65%-22.6pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,167-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,947 | $3,986-51.2% | $5,010-61.1% | $4,299-54.7% |
| Admin fee / account holder | $25,916 | $8,443+207.0% | $11,028+135.0% | $6,940+273.4% |