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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 | $87,259 | $25,014+248.8% | $69,632+25.3% | $80,959+7.8% |
| Participation rate | 28.1% | 64.2%-36.1pp | 66.4%-38.3pp | 67.7%-39.5pp |
| Annual return | 17.76% | 19.08%-1.3pp | 101.32%-83.6pp | 35.67%-17.9pp |
| Employer contribution / active EE | $0 | $991-100.0% | $1,708-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,673 | $1,840-9.1% | $2,889-42.1% | $4,300-61.1% |
| Admin fee / account holder | $17,830 | $2,491+615.8% | $4,695+279.7% | $6,925+157.5% |