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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 | $164,928 | $86,949+89.7% | $102,460+61.0% | $80,959+103.7% |
| Participation rate | 40.4% | 72.4%-32.0pp | 76.5%-36.1pp | 67.7%-27.2pp |
| Annual return | 17.13% | 18.89%-1.8pp | 29.47%-12.3pp | 35.67%-18.5pp |
| Employer contribution / active EE | $607 | $2,370-74.4% | $3,025-79.9% | $2,757-78.0% |
| Participant deferral / active EE | $2,429 | $4,121-41.1% | $5,056-52.0% | $4,300-43.5% |
| Admin fee / account holder | $17,178 | $8,048+113.5% | $9,460+81.6% | $6,925+148.1% |