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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 | $48,011+194.7% | $63,803+121.8% | $82,637+71.2% |
| Participation rate | 28.6% | 66.6%-38.0pp | 72.7%-44.1pp | 68.1%-39.5pp |
| Annual return | 18.85% | 19.84%-1.0pp | 543.72%-524.9pp | 53.51%-34.7pp |
| Employer contribution / active EE | $112 | $1,904-94.1% | $2,532-95.6% | $2,552-95.6% |
| Participant deferral / active EE | $1,474 | $2,846-48.2% | $3,843-61.7% | $4,126-64.3% |
| Admin fee / account holder | $4,693 | $3,873+21.2% | $5,196-9.7% | $7,339-36.1% |