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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 | $36,157 | $91,424-60.5% | $135,942-73.4% | $71,495-49.4% |
| Participation rate | 66.1% | 75.7%-9.6pp | 81.9%-15.8pp | 67.9%-1.9pp |
| Annual return | 21.95% | 29.90%-8.0pp | 68.28%-46.3pp | 28.85%-6.9pp |
| Employer contribution / active EE | $0 | $3,704-100.0% | $4,858-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $9,381 | $7,092+32.3% | $7,759+20.9% | $4,291+118.6% |
| Admin fee / account holder | $3,286 | $1,266+159.5% | $10,764-69.5% | $1,588+107.0% |