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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 | $35,037 | $80,992-56.7% | $96,534-63.7% | $75,173-53.4% |
| Participation rate | 22.9% | 71.8%-48.9pp | 76.0%-53.1pp | 67.2%-44.3pp |
| Annual return | 22.60% | 27.05%-4.4pp | 25.88%-3.3pp | 160.72%-138.1pp |
| Employer contribution / active EE | $577 | $2,283-74.7% | $2,965-80.5% | $2,671-78.4% |
| Participant deferral / active EE | $1,801 | $3,929-54.2% | $4,851-62.9% | $4,126-56.3% |
| Admin fee / account holder | $1,591 | $6,717-76.3% | $8,253-80.7% | $5,651-71.8% |