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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 | $175,750 | $81,457+115.8% | $103,378+70.0% | $80,911+117.2% |
| Participation rate | 17.2% | 66.8%-49.6pp | 74.5%-57.3pp | 67.6%-50.4pp |
| Annual return | 11.49% | 25.58%-14.1pp | 24.91%-13.4pp | 35.63%-24.1pp |
| Employer contribution / active EE | $793 | $3,107-74.5% | $3,870-79.5% | $2,756-71.2% |
| Participant deferral / active EE | $2,038 | $3,871-47.3% | $5,058-59.7% | $4,297-52.6% |
| Admin fee / account holder | $517 | $6,717-92.3% | $8,401-93.8% | $6,935-92.5% |