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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 | $190,198 | $86,949+118.7% | $102,460+85.6% | $80,959+134.9% |
| Participation rate | 20.9% | 72.4%-51.5pp | 76.5%-55.6pp | 67.7%-46.7pp |
| Annual return | 10.69% | 18.89%-8.2pp | 29.47%-18.8pp | 35.67%-25.0pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,235 | $4,121-45.8% | $5,056-55.8% | $4,300-48.0% |
| Admin fee / account holder | $3,578 | $8,048-55.5% | $9,460-62.2% | $6,925-48.3% |