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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 | $50,871 | $138,393-63.2% | $184,256-72.4% | $80,959-37.2% |
| Participation rate | 67.3% | 83.9%-16.6pp | 86.8%-19.6pp | 67.7%-0.4pp |
| Annual return | 16.99% | 20.01%-3.0pp | 28.85%-11.9pp | 35.67%-18.7pp |
| Employer contribution / active EE | $1,404 | $4,847-71.0% | $6,427-78.2% | $2,757-49.1% |
| Participant deferral / active EE | $4,884 | $7,076-31.0% | $9,133-46.5% | $4,300+13.6% |
| Admin fee / account holder | $491 | $10,489-95.3% | $13,899-96.5% | $6,925-92.9% |