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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 | $136,739 | $64,462+112.1% | $81,482+67.8% | $80,911+69.0% |
| Participation rate | 48.1% | 63.9%-15.7pp | 69.5%-21.4pp | 67.6%-19.5pp |
| Annual return | 19.26% | 16.35%+2.9pp | 24.79%-5.5pp | 35.63%-16.4pp |
| Employer contribution / active EE | $196 | $1,979-90.1% | $2,463-92.1% | $2,756-92.9% |
| Participant deferral / active EE | $2,044 | $3,094-33.9% | $3,885-47.4% | $4,297-52.4% |
| Admin fee / account holder | $26,508 | $5,678+366.9% | $5,761+360.1% | $6,935+282.3% |