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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 | $76,921 | $76,371+0.7% | $93,621-17.8% | $72,976+5.4% |
| Participation rate | 66.7% | 71.8%-5.1pp | 75.8%-9.2pp | 69.5%-2.8pp |
| Annual return | 20.57% | 25.82%-5.2pp | 32.76%-12.2pp | 81.02%-60.4pp |
| Employer contribution / active EE | $332 | $2,276-85.4% | $2,719-87.8% | $2,440-86.4% |
| Participant deferral / active EE | $2,428 | $3,538-31.4% | $4,070-40.3% | $3,608-32.7% |
| Admin fee / account holder | $766 | $6,839-88.8% | $7,890-90.3% | $5,124-85.1% |