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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 | $55,106 | $161,352-65.8% | $134,172-58.9% | $137,256-59.9% |
| Participation rate | 66.7% | 78.3%-11.6pp | 72.5%-5.8pp | 80.0%-13.3pp |
| Annual return | 15.10% | 28.72%-13.6pp | 25.30%-10.2pp | 220.34%-205.2pp |
| Employer contribution / active EE | $670 | $4,099-83.7% | $3,420-80.4% | $4,156-83.9% |
| Participant deferral / active EE | $1,769 | $5,552-68.1% | $4,690-62.3% | $6,407-72.4% |
| Admin fee / account holder | $3,172 | $15,028-78.9% | $12,016-73.6% | $12,270-74.1% |