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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 | $39,543 | $76,407-48.2% | $150,298-73.7% | $82,448-52.0% |
| Participation rate | 66.7% | 66.4%+0.3pp | 77.8%-11.1pp | 68.1%-1.4pp |
| Annual return | 23.91% | 39.99%-16.1pp | 62.79%-38.9pp | 41.64%-17.7pp |
| Employer contribution / active EE | $259 | $2,614-90.1% | $4,154-93.8% | $2,551-89.8% |
| Participant deferral / active EE | $6,439 | $3,214+100.3% | $5,453+18.1% | $4,139+55.5% |
| Admin fee / account holder | $4,252 | $6,352-33.1% | $14,116-69.9% | $7,234-41.2% |