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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 | $42,485 | $93,598-54.6% | $135,974-68.8% | $75,173-43.5% |
| Participation rate | 39.0% | 75.2%-36.2pp | 81.9%-42.9pp | 67.2%-28.2pp |
| Annual return | 29.28% | 30.89%-1.6pp | 68.30%-39.0pp | 160.72%-131.4pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,677 | $6,405-42.6% | $7,760-52.6% | $4,126-10.9% |
| Admin fee / account holder | $301 | $6,978-95.7% | $10,767-97.2% | $5,651-94.7% |