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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 | $46,237 | $181,896-74.6% | $156,551-70.5% | $273,972-83.1% |
| Participation rate | 25.0% | 88.4%-63.4pp | 84.0%-59.0pp | 83.0%-58.0pp |
| Annual return | 5.15% | 30.74%-25.6pp | 32.23%-27.1pp | 41.46%-36.3pp |
| Employer contribution / active EE | $549 | $6,248-91.2% | $5,501-90.0% | $4,869-88.7% |
| Participant deferral / active EE | $3,151 | $5,550-43.2% | $4,871-35.3% | $5,287-40.4% |
| Admin fee / account holder | $706 | $15,560-95.5% | $13,028-94.6% | $10,133-93.0% |