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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 | $115,191 | $41,016+180.8% | $152,093-24.3% | $64,097+79.7% |
| Participation rate | 5.2% | 51.3%-46.1pp | 77.8%-72.5pp | 55.2%-50.0pp |
| Annual return | 17.97% | 39.60%-21.6pp | 66.36%-48.4pp | 34.64%-16.7pp |
| Employer contribution / active EE | $129 | $1,342-90.4% | $4,175-96.9% | $1,891-93.2% |
| Participant deferral / active EE | $836 | $1,927-56.6% | $5,451-84.7% | $3,080-72.9% |
| Admin fee / account holder | $966 | $2,305-58.1% | $14,497-93.3% | $3,454-72.0% |