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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 | $202,553 | $65,034+211.5% | $90,970+122.7% | $79,856+153.6% |
| Participation rate | 41.0% | 61.6%-20.6pp | 69.0%-28.0pp | 69.6%-28.6pp |
| Annual return | 24.74% | 30.45%-5.7pp | 134.60%-109.9pp | 31.71%-7.0pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,880 | $2,512+14.6% | $3,373-14.6% | $3,741-23.0% |
| Admin fee / account holder | $17,425 | $4,536+284.2% | $5,961+192.3% | $5,306+228.4% |