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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 | $85,769 | $71,215+20.4% | $93,696-8.5% | $80,935+6.0% |
| Participation rate | 48.3% | 60.4%-12.1pp | 68.7%-20.4pp | 67.7%-19.4pp |
| Annual return | 17.74% | 11.27%+6.5pp | 133.74%-116.0pp | 35.66%-17.9pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,549 | $4,037-36.9% | $4,417-42.3% | $4,299-40.7% |
| Admin fee / account holder | $435 | $6,958-93.8% | $8,287-94.8% | $6,924-93.7% |