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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 | $30,846 | $88,672-65.2% | $105,223-70.7% | $82,448-62.6% |
| Participation rate | 51.4% | 67.9%-16.5pp | 75.0%-23.7pp | 68.1%-16.7pp |
| Annual return | 15.64% | 30.86%-15.2pp | 180.65%-165.0pp | 41.64%-26.0pp |
| Employer contribution / active EE | $461 | $3,048-84.9% | $3,689-87.5% | $2,551-81.9% |
| Participant deferral / active EE | $2,024 | $4,036-49.8% | $5,072-60.1% | $4,139-51.1% |
| Admin fee / account holder | $859 | $7,146-88.0% | $8,859-90.3% | $7,234-88.1% |