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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 | $65,114 | $146,267-55.5% | $197,124-67.0% | $82,448-21.0% |
| Participation rate | 51.4% | 84.0%-32.7pp | 86.7%-35.4pp | 68.1%-16.7pp |
| Annual return | 16.84% | 29.61%-12.8pp | 44.34%-27.5pp | 41.64%-24.8pp |
| Employer contribution / active EE | $413 | $4,723-91.3% | $6,227-93.4% | $2,551-83.8% |
| Participant deferral / active EE | $3,398 | $7,035-51.7% | $9,135-62.8% | $4,139-17.9% |
| Admin fee / account holder | $2,774 | $14,422-80.8% | $16,298-83.0% | $7,234-61.7% |