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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 | $97,663 | $73,009+33.8% | $90,760+7.6% | $68,486+42.6% |
| Participation rate | 57.6% | 70.8%-13.3pp | 75.7%-18.1pp | 67.9%-10.3pp |
| Annual return | -16.05% | -13.81%-2.2pp | -12.16%-3.9pp | -7.85%-8.2pp |
| Employer contribution / active EE | $196 | $2,193-91.0% | $2,922-93.3% | $2,597-92.4% |
| Participant deferral / active EE | $2,446 | $3,626-32.5% | $4,565-46.4% | $4,028-39.3% |
| Admin fee / account holder | $2,843 | $5,896-51.8% | $8,444-66.3% | $5,404-47.4% |