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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 | $40,044 | $86,938-53.9% | $102,423-60.9% | $80,925-50.5% |
| Participation rate | 48.0% | 72.4%-24.4pp | 76.5%-28.5pp | 67.7%-19.7pp |
| Annual return | 13.50% | 18.89%-5.4pp | 29.42%-15.9pp | 35.65%-22.1pp |
| Employer contribution / active EE | $240 | $2,369-89.9% | $3,023-92.1% | $2,756-91.3% |
| Participant deferral / active EE | $3,164 | $4,120-23.2% | $5,054-37.4% | $4,299-26.4% |
| Admin fee / account holder | $2,372 | $8,053-70.5% | $9,455-74.9% | $6,940-65.8% |