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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 | $151,605 | $89,259+69.8% | $107,187+41.4% | $82,637+83.5% |
| Participation rate | 43.5% | 67.9%-24.4pp | 75.0%-31.5pp | 68.1%-24.5pp |
| Annual return | 13.92% | 21.02%-7.1pp | 204.55%-190.6pp | 53.51%-39.6pp |
| Employer contribution / active EE | $569 | $3,080-81.5% | $3,782-84.9% | $2,552-77.7% |
| Participant deferral / active EE | $2,276 | $4,037-43.6% | $5,096-55.3% | $4,126-44.9% |
| Admin fee / account holder | $766 | $7,381-89.6% | $9,162-91.6% | $7,339-89.6% |