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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 | $32,136 | $81,233-60.4% | $155,567-79.3% | $80,874-60.3% |
| Participation rate | 52.3% | 66.2%-13.9pp | 78.2%-25.9pp | 67.6%-15.3pp |
| Annual return | 12.28% | 33.33%-21.1pp | 64.74%-52.5pp | 35.62%-23.3pp |
| Employer contribution / active EE | $249 | $3,101-92.0% | $4,674-94.7% | $2,756-91.0% |
| Participant deferral / active EE | $1,773 | $3,452-48.6% | $5,628-68.5% | $4,297-58.7% |
| Admin fee / account holder | $2,642 | $7,998-67.0% | $15,916-83.4% | $6,935-61.9% |