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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 | $32,118 | $74,535-56.9% | $100,712-68.1% | $82,637-61.1% |
| Participation rate | 51.9% | 61.2%-9.3pp | 69.3%-17.4pp | 68.1%-16.1pp |
| Annual return | 14.36% | 18.92%-4.6pp | 33.27%-18.9pp | 53.51%-39.1pp |
| Employer contribution / active EE | $275 | $1,503-81.7% | $2,313-88.1% | $2,552-89.2% |
| Participant deferral / active EE | $3,411 | $3,074+11.0% | $4,085-16.5% | $4,126-17.3% |
| Admin fee / account holder | $3,679 | $6,576-44.1% | $9,256-60.3% | $7,339-49.9% |