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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 | $192,562 | $110,137+74.8% | $161,149+19.5% | $82,637+133.0% |
| Participation rate | 20.0% | 72.4%-52.4pp | 78.8%-58.8pp | 68.1%-48.1pp |
| Annual return | 16.85% | 20.69%-3.8pp | 21.16%-4.3pp | 53.51%-36.7pp |
| Employer contribution / active EE | $617 | $2,856-78.4% | $4,360-85.9% | $2,552-75.8% |
| Participant deferral / active EE | $2,933 | $4,575-35.9% | $6,153-52.3% | $4,126-28.9% |
| Admin fee / account holder | $1,292 | $9,467-86.4% | $15,194-91.5% | $7,339-82.4% |