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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 | $25,354 | $49,239-48.5% | $70,462-64.0% | $79,858-68.3% |
| Participation rate | 50.8% | 69.2%-18.4pp | 75.1%-24.2pp | 69.6%-18.8pp |
| Annual return | 25.30% | 30.08%-4.8pp | 109.08%-83.8pp | 31.72%-6.4pp |
| Employer contribution / active EE | $282 | $2,100-86.6% | $2,737-89.7% | $2,471-88.6% |
| Participant deferral / active EE | $1,047 | $2,769-62.2% | $3,710-71.8% | $3,740-72.0% |
| Admin fee / account holder | $2,919 | $2,876+1.5% | $3,845-24.1% | $5,306-45.0% |