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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 | $25,419 | $81,487-68.8% | $102,412-75.2% | $80,935-68.6% |
| Participation rate | 57.7% | 66.8%-9.1pp | 74.5%-16.8pp | 67.7%-10.0pp |
| Annual return | 12.98% | 25.60%-12.6pp | 24.94%-12.0pp | 35.66%-22.7pp |
| Employer contribution / active EE | $602 | $3,103-80.6% | $3,870-84.4% | $2,757-78.1% |
| Participant deferral / active EE | $2,893 | $3,871-25.3% | $5,060-42.8% | $4,299-32.7% |
| Admin fee / account holder | $549 | $6,717-91.8% | $8,388-93.5% | $6,924-92.1% |