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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 | $171,277 | $86,949+97.0% | $102,460+67.2% | $80,959+111.6% |
| Participation rate | 52.6% | 72.4%-19.8pp | 76.5%-23.9pp | 67.7%-15.0pp |
| Annual return | 17.61% | 18.89%-1.3pp | 29.47%-11.9pp | 35.67%-18.1pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,783 | $4,121-32.5% | $5,056-45.0% | $4,300-35.3% |
| Admin fee / account holder | $1,161 | $8,048-85.6% | $9,460-87.7% | $6,925-83.2% |