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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 | $44,517 | $76,371-41.7% | $93,621-52.4% | $72,976-39.0% |
| Participation rate | 50.9% | 71.8%-20.8pp | 75.8%-24.9pp | 69.5%-18.5pp |
| Annual return | 25.37% | 25.82%-0.4pp | 32.76%-7.4pp | 81.02%-55.6pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,621 | $3,538-54.2% | $4,070-60.2% | $3,608-55.1% |
| Admin fee / account holder | $539 | $6,839-92.1% | $7,890-93.2% | $5,124-89.5% |