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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 | $201,998 | $46,534+334.1% | $64,097+215.1% | $75,177+168.7% |
| Participation rate | 40.6% | 65.9%-25.3pp | 72.3%-31.7pp | 67.2%-26.6pp |
| Annual return | 34.01% | 26.07%+7.9pp | 33.75%+0.3pp | 160.75%-126.7pp |
| Employer contribution / active EE | $2 | $1,976-99.9% | $2,750-99.9% | $2,671-99.9% |
| Participant deferral / active EE | $1,717 | $2,835-39.4% | $3,881-55.8% | $4,126-58.4% |
| Admin fee / account holder | $18,966 | $2,957+541.5% | $3,070+517.8% | $5,651+235.6% |