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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 | $59,807 | $87,037-31.3% | $106,201-43.7% | $80,874-26.0% |
| Participation rate | 66.7% | 70.4%-3.8pp | 75.3%-8.6pp | 67.6%-1.0pp |
| Annual return | 11.96% | 17.05%-5.1pp | 116.26%-104.3pp | 35.62%-23.7pp |
| Employer contribution / active EE | $561 | $2,396-76.6% | $3,170-82.3% | $2,756-79.6% |
| Participant deferral / active EE | $2,700 | $3,986-32.3% | $5,012-46.1% | $4,297-37.2% |
| Admin fee / account holder | $3,435 | $8,434-59.3% | $11,039-68.9% | $6,935-50.5% |