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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 | $49,068 | $110,337-55.5% | $102,383-52.1% | $145,877-66.4% |
| Participation rate | 54.2% | 77.9%-23.8pp | 74.5%-20.3pp | 80.3%-26.1pp |
| Annual return | 16.04% | 24.83%-8.8pp | 24.94%-8.9pp | 551.28%-535.2pp |
| Employer contribution / active EE | $348 | $4,216-91.8% | $3,870-91.0% | $4,663-92.5% |
| Participant deferral / active EE | $2,098 | $5,621-62.7% | $5,060-58.5% | $6,691-68.6% |
| Admin fee / account holder | $1,828 | $9,750-81.3% | $8,391-78.2% | $13,402-86.4% |