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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 | $64,275 | $138,385-53.6% | $184,243-65.1% | $80,925-20.6% |
| Participation rate | 63.0% | 83.9%-20.9pp | 86.8%-23.9pp | 67.7%-4.7pp |
| Annual return | 13.27% | 20.02%-6.8pp | 28.82%-15.5pp | 35.65%-22.4pp |
| Employer contribution / active EE | $399 | $4,851-91.8% | $6,427-93.8% | $2,756-85.5% |
| Participant deferral / active EE | $4,075 | $7,075-42.4% | $9,132-55.4% | $4,299-5.2% |
| Admin fee / account holder | $878 | $10,489-91.6% | $13,914-93.7% | $6,940-87.3% |