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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 | $136,907 | $97,550+40.3% | $120,344+13.8% | $87,485+56.5% |
| Participation rate | 61.0% | 72.8%-11.8pp | 76.7%-15.7pp | 68.9%-8.0pp |
| Annual return | 16.17% | 18.41%-2.2pp | 20.30%-4.1pp | 26.06%-9.9pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,488 | $4,230-17.5% | $5,135-32.1% | $4,274-18.4% |
| Admin fee / account holder | $3,211 | $9,543-66.4% | $12,742-74.8% | $7,775-58.7% |