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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 | $89,532+73.6% | $103,447+50.2% | $80,925+92.0% |
| Participation rate | 26.6% | 76.0%-49.5pp | 80.5%-54.0pp | 67.7%-41.1pp |
| Annual return | 13.40% | 22.80%-9.4pp | 23.92%-10.5pp | 35.65%-22.3pp |
| Employer contribution / active EE | $221 | $4,023-94.5% | $4,678-95.3% | $2,756-92.0% |
| Participant deferral / active EE | $2,212 | $5,459-59.5% | $6,624-66.6% | $4,299-48.5% |
| Admin fee / account holder | $12,571 | $6,774+85.6% | $9,415+33.5% | $6,940+81.1% |