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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 | $70,863 | $81,358-12.9% | $155,556-54.4% | $80,959-12.5% |
| Participation rate | 48.1% | 66.3%-18.1pp | 78.2%-30.1pp | 67.7%-19.5pp |
| Annual return | 15.29% | 33.39%-18.1pp | 64.84%-49.5pp | 35.67%-20.4pp |
| Employer contribution / active EE | $217 | $3,106-93.0% | $4,675-95.4% | $2,757-92.1% |
| Participant deferral / active EE | $1,114 | $3,455-67.8% | $5,631-80.2% | $4,300-74.1% |
| Admin fee / account holder | $463 | $7,994-94.2% | $15,885-97.1% | $6,925-93.3% |