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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 | $58,698 | $117,829-50.2% | $102,423-42.7% | $145,877-59.8% |
| Participation rate | 38.5% | 78.6%-40.2pp | 76.5%-38.0pp | 80.3%-41.8pp |
| Annual return | 11.52% | 31.83%-20.3pp | 29.42%-17.9pp | 551.28%-539.8pp |
| Employer contribution / active EE | $586 | $3,615-83.8% | $3,023-80.6% | $4,663-87.4% |
| Participant deferral / active EE | $1,854 | $5,732-67.6% | $5,054-63.3% | $6,691-72.3% |
| Admin fee / account holder | $7,646 | $13,335-42.7% | $9,455-19.1% | $13,402-42.9% |