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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 | $33,877 | $81,487-58.4% | $102,412-66.9% | $80,935-58.1% |
| Participation rate | 35.5% | 66.8%-31.4pp | 74.5%-39.0pp | 67.7%-32.2pp |
| Annual return | 12.24% | 25.60%-13.4pp | 24.94%-12.7pp | 35.66%-23.4pp |
| Employer contribution / active EE | $477 | $3,103-84.6% | $3,870-87.7% | $2,757-82.7% |
| Participant deferral / active EE | $2,528 | $3,871-34.7% | $5,060-50.0% | $4,299-41.2% |
| Admin fee / account holder | $5,079 | $6,717-24.4% | $8,388-39.4% | $6,924-26.6% |