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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 | $84,906 | $78,672+7.9% | $109,163-22.2% | $85,856-1.1% |
| Participation rate | 47.1% | 68.3%-21.2pp | 75.9%-28.8pp | 69.3%-22.3pp |
| Annual return | 23.51% | 25.09%-1.6pp | 25.75%-2.2pp | 318.58%-295.1pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,288 | $3,467-34.0% | $4,654-50.8% | $3,952-42.1% |
| Admin fee / account holder | $642 | $5,470-88.3% | $6,754-90.5% | $6,261-89.8% |