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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 | $57,144 | $65,367-12.6% | $92,915-38.5% | $72,976-21.7% |
| Participation rate | 31.5% | 68.3%-36.8pp | 76.0%-44.5pp | 69.5%-38.0pp |
| Annual return | 20.34% | 42.11%-21.8pp | 109.45%-89.1pp | 81.02%-60.7pp |
| Employer contribution / active EE | $132 | $2,594-94.9% | $3,653-96.4% | $2,440-94.6% |
| Participant deferral / active EE | $1,316 | $3,128-57.9% | $4,238-68.9% | $3,608-63.5% |
| Admin fee / account holder | $1,980 | $4,251-53.4% | $5,796-65.8% | $5,124-61.4% |