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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 | $214,208 | $71,197+200.9% | $93,669+128.7% | $80,925+164.7% |
| Participation rate | 34.0% | 60.4%-26.4pp | 68.7%-34.7pp | 67.7%-33.6pp |
| Annual return | 12.38% | 11.27%+1.1pp | 133.59%-121.2pp | 35.65%-23.3pp |
| Employer contribution / active EE | $5 | $1,565-99.7% | $2,424-99.8% | $2,756-99.8% |
| Participant deferral / active EE | $2,059 | $4,036-49.0% | $4,416-53.4% | $4,299-52.1% |
| Admin fee / account holder | $7,536 | $6,959+8.3% | $8,291-9.1% | $6,940+8.6% |