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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 | $46,866 | $76,407-38.7% | $150,298-68.8% | $82,448-43.2% |
| Participation rate | 45.5% | 66.4%-20.9pp | 77.8%-32.3pp | 68.1%-22.6pp |
| Annual return | 17.30% | 39.99%-22.7pp | 62.79%-45.5pp | 41.64%-24.3pp |
| Employer contribution / active EE | $269 | $2,614-89.7% | $4,154-93.5% | $2,551-89.4% |
| Participant deferral / active EE | $1,731 | $3,214-46.1% | $5,453-68.3% | $4,139-58.2% |
| Admin fee / account holder | $392 | $6,352-93.8% | $14,116-97.2% | $7,234-94.6% |