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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 | $13,839 | $87,166-84.1% | $76,735-82.0% | $137,256-89.9% |
| Participation rate | 66.7% | 74.4%-7.7pp | 69.5%-2.8pp | 80.0%-13.3pp |
| Annual return | 23.11% | 26.50%-3.4pp | 29.77%-6.7pp | 220.34%-197.2pp |
| Employer contribution / active EE | $355 | $2,904-87.8% | $2,454-85.5% | $4,156-91.5% |
| Participant deferral / active EE | $1,741 | $4,726-63.2% | $4,088-57.4% | $6,407-72.8% |
| Admin fee / account holder | $1,700 | $8,403-79.8% | $7,189-76.4% | $12,270-86.1% |