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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 | $41,406 | $68,880-39.9% | $120,580-65.7% | $80,959-48.9% |
| Participation rate | 24.0% | 61.7%-37.7pp | 72.0%-48.0pp | 67.7%-43.7pp |
| Annual return | 14.63% | 23.68%-9.0pp | 107.48%-92.8pp | 35.67%-21.0pp |
| Employer contribution / active EE | $528 | $2,066-74.5% | $3,469-84.8% | $2,757-80.9% |
| Participant deferral / active EE | $1,323 | $3,191-58.5% | $4,995-73.5% | $4,300-69.2% |
| Admin fee / account holder | $1,733 | $5,785-70.0% | $9,418-81.6% | $6,925-75.0% |