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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 | $191,754 | $118,467+61.9% | $98,450+94.8% | $139,456+37.5% |
| Participation rate | 42.9% | 77.5%-34.6pp | 75.2%-32.3pp | 80.3%-37.5pp |
| Annual return | 29.58% | 18.95%+10.6pp | 21.16%+8.4pp | 373.45%-343.9pp |
| Employer contribution / active EE | $241 | $3,611-93.3% | $3,049-92.1% | $4,753-94.9% |
| Participant deferral / active EE | $2,154 | $5,393-60.1% | $4,739-54.5% | $6,711-67.9% |
| Admin fee / account holder | $2,786 | $14,057-80.2% | $8,961-68.9% | $11,407-75.6% |