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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 | $33,484 | $109,782-69.5% | $260,467-87.1% | $94,015-64.4% |
| Participation rate | 66.1% | 67.2%-1.1pp | 80.5%-14.4pp | 70.8%-4.7pp |
| Annual return | 17.52% | 18.60%-1.1pp | 100.60%-83.1pp | 17.84%-0.3pp |
| Employer contribution / active EE | $157 | $2,147-92.7% | $4,239-96.3% | $2,790-94.4% |
| Participant deferral / active EE | $2,339 | $4,044-42.2% | $6,319-63.0% | $4,249-45.0% |
| Admin fee / account holder | $550 | $11,958-95.4% | $15,461-96.4% | $8,951-93.9% |