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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 | $40,812 | $111,814-63.5% | $103,378-60.5% | $145,978-72.0% |
| Participation rate | 45.5% | 77.9%-32.5pp | 74.5%-29.1pp | 80.3%-34.8pp |
| Annual return | 14.72% | 24.80%-10.1pp | 24.91%-10.2pp | 550.52%-535.8pp |
| Employer contribution / active EE | $757 | $4,215-82.0% | $3,870-80.4% | $4,662-83.8% |
| Participant deferral / active EE | $2,068 | $5,618-63.2% | $5,058-59.1% | $6,690-69.1% |
| Admin fee / account holder | $688 | $9,764-93.0% | $8,401-91.8% | $13,400-94.9% |