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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 | $155,389 | $89,515+73.6% | $103,065+50.8% | $80,959+91.9% |
| Participation rate | 26.6% | 76.0%-49.4pp | 80.6%-54.0pp | 67.7%-41.1pp |
| Annual return | 13.40% | 22.82%-9.4pp | 23.95%-10.6pp | 35.67%-22.3pp |
| Employer contribution / active EE | $221 | $4,015-94.5% | $4,675-95.3% | $2,757-92.0% |
| Participant deferral / active EE | $2,212 | $5,463-59.5% | $6,625-66.6% | $4,300-48.6% |
| Admin fee / account holder | $12,571 | $6,527+92.6% | $9,349+34.5% | $6,925+81.5% |