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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 | $163,005 | $88,672+83.8% | $105,223+54.9% | $82,448+97.7% |
| Participation rate | 28.1% | 67.9%-39.9pp | 75.0%-47.0pp | 68.1%-40.0pp |
| Annual return | 18.19% | 30.86%-12.7pp | 180.65%-162.5pp | 41.64%-23.4pp |
| Employer contribution / active EE | $47 | $3,048-98.5% | $3,689-98.7% | $2,551-98.2% |
| Participant deferral / active EE | $2,903 | $4,036-28.1% | $5,072-42.8% | $4,139-29.9% |
| Admin fee / account holder | $2,721 | $7,146-61.9% | $8,859-69.3% | $7,234-62.4% |