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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 | $45,784 | $87,037-47.4% | $106,201-56.9% | $80,874-43.4% |
| Participation rate | 58.4% | 70.4%-12.0pp | 75.3%-16.8pp | 67.6%-9.2pp |
| Annual return | 18.63% | 17.05%+1.6pp | 116.26%-97.6pp | 35.62%-17.0pp |
| Employer contribution / active EE | $539 | $2,396-77.5% | $3,170-83.0% | $2,756-80.5% |
| Participant deferral / active EE | $2,812 | $3,986-29.5% | $5,012-43.9% | $4,297-34.6% |
| Admin fee / account holder | $4,014 | $8,434-52.4% | $11,039-63.6% | $6,935-42.1% |