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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 | $95,404-44.5% | $113,397-53.3% | $82,637-36.0% |
| Participation rate | 53.6% | 72.8%-19.2pp | 76.5%-22.9pp | 68.1%-14.5pp |
| Annual return | 14.29% | 19.08%-4.8pp | 23.20%-8.9pp | 53.51%-39.2pp |
| Employer contribution / active EE | $434 | $2,307-81.2% | $2,977-85.4% | $2,552-83.0% |
| Participant deferral / active EE | $3,225 | $4,220-23.6% | $5,076-36.5% | $4,126-21.8% |
| Admin fee / account holder | $47,536 | $9,168+418.5% | $11,957+297.6% | $7,339+547.7% |