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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 | $52,924 | $100,194-47.2% | $122,979-57.0% | $86,983-39.2% |
| Participation rate | 53.6% | 73.0%-19.4pp | 77.2%-23.6pp | 69.5%-16.0pp |
| Annual return | 14.29% | 16.47%-2.2pp | 20.12%-5.8pp | 25.83%-11.5pp |
| Employer contribution / active EE | $434 | $2,326-81.3% | $3,062-85.8% | $2,584-83.2% |
| Participant deferral / active EE | $3,225 | $4,133-22.0% | $5,003-35.5% | $4,194-23.1% |
| Admin fee / account holder | $47,536 | $10,148+368.4% | $12,864+269.5% | $7,856+505.1% |