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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 | $54,051 | $88,137-38.7% | $164,975-67.2% | $74,429-27.4% |
| Participation rate | 63.9% | 73.1%-9.2pp | 78.6%-14.7pp | 67.2%-3.3pp |
| Annual return | 12.17% | 17.13%-5.0pp | 70.12%-58.0pp | 1368.38%-1356.2pp |
| Employer contribution / active EE | $365 | $2,597-85.9% | $4,343-91.6% | $2,625-86.1% |
| Participant deferral / active EE | $2,378 | $4,501-47.2% | $6,033-60.6% | $4,348-45.3% |
| Admin fee / account holder | $3,925 | $2,231+75.9% | $12,688-69.1% | $1,944+101.9% |