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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 | $65,326 | $56,277+16.1% | $80,976-19.3% | $62,891+3.9% |
| Participation rate | 53.3% | 69.0%-15.6pp | 75.8%-22.5pp | 69.3%-16.0pp |
| Annual return | 9.17% | 22.12%-13.0pp | 17.10%-7.9pp | 20.14%-11.0pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,714-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,877 | $4,195-31.4% | $5,696-49.5% | $3,203-10.2% |
| Admin fee / account holder | $891 | $3,741-76.2% | $5,516-83.8% | $4,296-79.2% |