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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 | $54,878 | $62,177-11.7% | $81,370-32.6% | $74,478-26.3% |
| Participation rate | 48.5% | 64.1%-15.5pp | 69.5%-21.0pp | 67.2%-18.7pp |
| Annual return | 14.61% | 16.62%-2.0pp | 24.85%-10.2pp | 1370.56%-1356.0pp |
| Employer contribution / active EE | $336 | $1,881-82.1% | $2,464-86.4% | $2,626-87.2% |
| Participant deferral / active EE | $2,529 | $3,219-21.4% | $3,885-34.9% | $4,350-41.9% |
| Admin fee / account holder | $4,150 | $1,927+115.4% | $5,749-27.8% | $1,946+113.3% |