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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 | $126,813 | $56,339+125.1% | $104,301+21.6% | $68,495+85.1% |
| Participation rate | 40.6% | 63.3%-22.6pp | 73.3%-32.6pp | 67.9%-27.3pp |
| Annual return | -16.45% | -9.19%-7.3pp | 24.61%-41.1pp | -7.84%-8.6pp |
| Employer contribution / active EE | $131 | $1,960-93.3% | $3,373-96.1% | $2,596-94.9% |
| Participant deferral / active EE | $1,972 | $3,077-35.9% | $4,626-57.4% | $4,028-51.0% |
| Admin fee / account holder | $1,346 | $4,902-72.5% | $7,340-81.7% | $5,403-75.1% |