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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 | $65,106 | $138,385-53.0% | $184,200-64.7% | $80,874-19.5% |
| Participation rate | 60.4% | 83.9%-23.5pp | 86.8%-26.4pp | 67.6%-7.2pp |
| Annual return | 14.19% | 20.02%-5.8pp | 28.80%-14.6pp | 35.62%-21.4pp |
| Employer contribution / active EE | $1,290 | $4,849-73.4% | $6,424-79.9% | $2,756-53.2% |
| Participant deferral / active EE | $4,585 | $7,073-35.2% | $9,132-49.8% | $4,297+6.7% |
| Admin fee / account holder | $4,804 | $10,483-54.2% | $13,907-65.5% | $6,935-30.7% |