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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 | $48,267 | $65,367-26.2% | $92,915-48.1% | $72,976-33.9% |
| Participation rate | 61.4% | 68.3%-6.9pp | 76.0%-14.6pp | 69.5%-8.1pp |
| Annual return | 29.18% | 42.11%-12.9pp | 109.45%-80.3pp | 81.02%-51.8pp |
| Employer contribution / active EE | $252 | $2,594-90.3% | $3,653-93.1% | $2,440-89.7% |
| Participant deferral / active EE | $2,152 | $3,128-31.2% | $4,238-49.2% | $3,608-40.4% |
| Admin fee / account holder | $1,104 | $4,251-74.0% | $5,796-81.0% | $5,124-78.5% |