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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 | $141,496 | $51,184+176.4% | $66,439+113.0% | $86,983+62.7% |
| Participation rate | 28.6% | 68.5%-39.9pp | 74.5%-45.9pp | 69.5%-41.0pp |
| Annual return | 18.85% | 17.07%+1.8pp | 757.66%-738.8pp | 25.83%-7.0pp |
| Employer contribution / active EE | $112 | $2,023-94.5% | $2,637-95.8% | $2,584-95.7% |
| Participant deferral / active EE | $1,474 | $2,927-49.7% | $3,876-62.0% | $4,194-64.9% |
| Admin fee / account holder | $4,693 | $4,154+13.0% | $6,173-24.0% | $7,856-40.3% |