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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 | $48,662 | $104,251-53.3% | $91,004-46.5% | $147,586-67.0% |
| Participation rate | 69.6% | 78.2%-8.7pp | 75.6%-6.0pp | 82.8%-13.3pp |
| Annual return | 12.09% | 27.06%-15.0pp | 4.60%+7.5pp | 578.59%-566.5pp |
| Employer contribution / active EE | $75 | $3,116-97.6% | $2,456-97.0% | $4,876-98.5% |
| Participant deferral / active EE | $1,536 | $4,195-63.4% | $3,548-56.7% | $5,439-71.8% |
| Admin fee / account holder | $1,066 | $8,948-88.1% | $5,417-80.3% | $10,886-90.2% |