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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 | $57,005 | $72,272-21.1% | $101,264-43.7% | $79,858-28.6% |
| Participation rate | 54.4% | 68.5%-14.0pp | 75.8%-21.4pp | 69.6%-15.2pp |
| Annual return | 17.41% | 22.30%-4.9pp | 46.48%-29.1pp | 31.72%-14.3pp |
| Employer contribution / active EE | $451 | $2,692-83.2% | $3,660-87.7% | $2,471-81.7% |
| Participant deferral / active EE | $2,741 | $3,282-16.5% | $4,370-37.3% | $3,740-26.7% |
| Admin fee / account holder | $16,380 | $4,401+272.2% | $5,947+175.4% | $5,306+208.7% |