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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 | $218,393 | $101,795+114.5% | $165,100+32.3% | $80,959+169.8% |
| Participation rate | 56.7% | 71.8%-15.2pp | 78.6%-22.0pp | 67.7%-11.0pp |
| Annual return | 17.20% | 16.73%+0.5pp | 70.21%-53.0pp | 35.67%-18.5pp |
| Employer contribution / active EE | $296 | $2,954-90.0% | $4,348-93.2% | $2,757-89.3% |
| Participant deferral / active EE | $2,587 | $4,476-42.2% | $6,035-57.1% | $4,300-39.9% |
| Admin fee / account holder | $9,641 | $8,221+17.3% | $12,696-24.1% | $6,925+39.2% |