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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 | $54,230 | $93,063-41.7% | $153,476-64.7% | $80,911-33.0% |
| Participation rate | 56.8% | 69.0%-12.2pp | 77.1%-20.3pp | 67.6%-10.9pp |
| Annual return | 15.56% | 19.95%-4.4pp | 15.66%-0.1pp | 35.63%-20.1pp |
| Employer contribution / active EE | $593 | $3,507-83.1% | $5,038-88.2% | $2,756-78.5% |
| Participant deferral / active EE | $2,349 | $5,180-54.7% | $6,759-65.3% | $4,297-45.3% |
| Admin fee / account holder | $2,193 | $8,891-75.3% | $12,729-82.8% | $6,935-68.4% |