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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 | $45,654 | $104,098-56.1% | $140,514-67.5% | $94,015-51.4% |
| Participation rate | 52.7% | 73.7%-21.0pp | 77.8%-25.1pp | 70.8%-18.1pp |
| Annual return | 14.75% | 15.14%-0.4pp | 14.36%+0.4pp | 17.84%-3.1pp |
| Employer contribution / active EE | $382 | $2,388-84.0% | $3,378-88.7% | $2,790-86.3% |
| Participant deferral / active EE | $2,637 | $4,033-34.6% | $4,919-46.4% | $4,249-38.0% |
| Admin fee / account holder | $1,130 | $10,439-89.2% | $13,697-91.8% | $8,951-87.4% |