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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 | $52,212 | $86,940-39.9% | $102,434-49.0% | $80,935-35.5% |
| Participation rate | 58.3% | 72.4%-14.1pp | 76.5%-18.2pp | 67.7%-9.3pp |
| Annual return | 11.84% | 18.89%-7.1pp | 29.46%-17.6pp | 35.66%-23.8pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,940 | $4,121-28.7% | $5,055-41.8% | $4,299-31.6% |
| Admin fee / account holder | $1,679 | $8,047-79.1% | $9,462-82.3% | $6,924-75.7% |