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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 | $64,845 | $58,493+10.9% | $84,021-22.8% | $72,975-11.1% |
| Participation rate | 51.3% | 61.2%-9.9pp | 69.0%-17.7pp | 69.5%-18.2pp |
| Annual return | 18.89% | 28.93%-10.0pp | 71.32%-52.4pp | 81.01%-62.1pp |
| Employer contribution / active EE | $66 | $1,163-94.3% | $1,984-96.7% | $2,440-97.3% |
| Participant deferral / active EE | $2,121 | $2,394-11.4% | $3,239-34.5% | $3,608-41.2% |
| Admin fee / account holder | $14,882 | $4,569+225.7% | $6,102+143.9% | $5,124+190.4% |