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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 | $212,065 | $78,672+169.6% | $109,163+94.3% | $85,856+147.0% |
| Participation rate | 30.6% | 68.3%-37.7pp | 75.9%-45.3pp | 69.3%-38.8pp |
| Annual return | 16.91% | 25.09%-8.2pp | 25.75%-8.8pp | 318.58%-301.7pp |
| Employer contribution / active EE | $511 | $2,734-81.3% | $3,723-86.3% | $2,565-80.1% |
| Participant deferral / active EE | $2,042 | $3,467-41.1% | $4,654-56.1% | $3,952-48.3% |
| Admin fee / account holder | $25,238 | $5,470+361.4% | $6,754+273.7% | $6,261+303.1% |