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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 | $158,463 | $65,364+142.4% | $92,909+70.6% | $72,975+117.1% |
| Participation rate | 28.6% | 68.3%-39.7pp | 76.0%-47.4pp | 69.5%-40.9pp |
| Annual return | 21.92% | 42.11%-20.2pp | 109.44%-87.5pp | 81.01%-59.1pp |
| Employer contribution / active EE | $453 | $2,594-82.6% | $3,653-87.6% | $2,440-81.5% |
| Participant deferral / active EE | $1,806 | $3,128-42.3% | $4,238-57.4% | $3,608-49.9% |
| Admin fee / account holder | $2,129 | $4,251-49.9% | $5,795-63.3% | $5,124-58.4% |