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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 | $86,850 | $58,851+47.6% | $115,167-24.6% | $72,976+19.0% |
| Participation rate | 47.2% | 65.5%-18.3pp | 75.9%-28.7pp | 69.5%-22.3pp |
| Annual return | 21.67% | 23.16%-1.5pp | 35.60%-13.9pp | 81.02%-59.3pp |
| Employer contribution / active EE | $252 | $1,798-86.0% | $3,179-92.1% | $2,440-89.7% |
| Participant deferral / active EE | $1,162 | $2,643-56.0% | $4,169-72.1% | $3,608-67.8% |
| Admin fee / account holder | $586 | $6,370-90.8% | $7,089-91.7% | $5,124-88.6% |