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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 | $30,985 | $84,953-63.5% | $163,379-81.0% | $82,637-62.5% |
| Participation rate | 51.8% | 65.9%-14.2pp | 76.8%-25.0pp | 68.1%-16.3pp |
| Annual return | 17.12% | 23.07%-6.0pp | 63.41%-46.3pp | 53.51%-36.4pp |
| Employer contribution / active EE | $342 | $2,183-84.4% | $3,752-90.9% | $2,552-86.6% |
| Participant deferral / active EE | $2,034 | $4,326-53.0% | $6,282-67.6% | $4,126-50.7% |
| Admin fee / account holder | $832 | $7,921-89.5% | $9,818-91.5% | $7,339-88.7% |