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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 | $50,475 | $85,515-41.0% | $112,040-54.9% | $67,986-25.8% |
| Participation rate | 39.0% | 68.2%-29.2pp | 76.5%-37.4pp | 57.2%-18.2pp |
| Annual return | 26.18% | 29.68%-3.5pp | 24.52%+1.7pp | 31.67%-5.5pp |
| Employer contribution / active EE | $1 | $2,191-100.0% | $2,954-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2,634 | $4,014-34.4% | $5,098-48.3% | $3,358-21.6% |
| Admin fee / account holder | $5,228 | $3,774+38.5% | $12,098-56.8% | $3,203+63.2% |