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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 | $204,704 | $70,418+190.7% | $96,570+112.0% | $85,847+138.5% |
| Participation rate | 20.0% | 61.8%-41.8pp | 69.8%-49.8pp | 69.3%-49.3pp |
| Annual return | 18.20% | 18.59%-0.4pp | 37.79%-19.6pp | 318.61%-300.4pp |
| Employer contribution / active EE | $263 | $1,413-81.4% | $2,357-88.9% | $2,565-89.8% |
| Participant deferral / active EE | $1,578 | $2,894-45.5% | $3,849-59.0% | $3,952-60.1% |
| Admin fee / account holder | $13,565 | $4,995+171.6% | $6,182+119.4% | $6,261+116.7% |