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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 | $32,343 | $93,598-65.4% | $135,974-76.2% | $75,173-57.0% |
| Participation rate | 56.1% | 75.2%-19.1pp | 81.9%-25.9pp | 67.2%-11.1pp |
| Annual return | 19.82% | 30.89%-11.1pp | 68.30%-48.5pp | 160.72%-140.9pp |
| Employer contribution / active EE | $483 | $3,538-86.4% | $4,859-90.1% | $2,671-81.9% |
| Participant deferral / active EE | $5,451 | $6,405-14.9% | $7,760-29.7% | $4,126+32.1% |
| Admin fee / account holder | $1,277 | $6,978-81.7% | $10,767-88.1% | $5,651-77.4% |