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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 | $117,695 | $73,978+59.1% | $96,515+21.9% | $75,173+56.6% |
| Participation rate | 41.2% | 66.4%-25.3pp | 74.3%-33.2pp | 67.2%-26.0pp |
| Annual return | 16.59% | 26.72%-10.1pp | 35.73%-19.1pp | 160.72%-144.1pp |
| Employer contribution / active EE | $206 | $2,931-93.0% | $3,740-94.5% | $2,671-92.3% |
| Participant deferral / active EE | $2,195 | $3,660-40.0% | $4,880-55.0% | $4,126-46.8% |
| Admin fee / account holder | $11,481 | $5,219+120.0% | $6,735+70.5% | $5,651+103.2% |