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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 | $124,195 | $57,073+117.6% | $85,126+45.9% | $80,925+53.5% |
| Participation rate | 39.7% | 56.4%-16.7pp | 67.5%-27.8pp | 67.7%-28.0pp |
| Annual return | 12.80% | 21.69%-8.9pp | 66.63%-53.8pp | 35.65%-22.8pp |
| Employer contribution / active EE | $142 | $1,801-92.1% | $2,731-94.8% | $2,756-94.9% |
| Participant deferral / active EE | $866 | $3,113-72.2% | $4,523-80.9% | $4,299-79.9% |
| Admin fee / account holder | $2,847 | $4,988-42.9% | $6,160-53.8% | $6,940-59.0% |