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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 | $35,588 | $65,364-45.6% | $92,909-61.7% | $72,975-51.2% |
| Participation rate | 65.5% | 68.3%-2.8pp | 76.0%-10.5pp | 69.5%-4.0pp |
| Annual return | 19.66% | 42.11%-22.4pp | 109.44%-89.8pp | 81.01%-61.4pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,660 | $3,128-46.9% | $4,238-60.8% | $3,608-54.0% |
| Admin fee / account holder | $4,887 | $4,251+15.0% | $5,795-15.7% | $5,124-4.6% |