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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 | $104,222 | $50,385+106.9% | $75,501+38.0% | $62,293+67.3% |
| Participation rate | 52.9% | 67.7%-14.8pp | 72.4%-19.4pp | 69.5%-16.6pp |
| Annual return | 14.30% | 19.90%-5.6pp | 27.35%-13.1pp | 28.90%-14.6pp |
| Employer contribution / active EE | $179 | $1,537-88.4% | $2,352-92.4% | $2,042-91.2% |
| Participant deferral / active EE | $4,973 | $2,445+103.4% | $3,142+58.3% | $3,169+56.9% |
| Admin fee / account holder | $3,655 | $384+851.3% | $5,801-37.0% | $479+662.4% |