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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 | $44,575 | $48,314-7.7% | $67,561-34.0% | $80,925-44.9% |
| Participation rate | 49.2% | 66.4%-17.2pp | 72.9%-23.7pp | 67.7%-18.5pp |
| Annual return | 14.47% | 18.28%-3.8pp | 3525.44%-3511.0pp | 35.65%-21.2pp |
| Employer contribution / active EE | $275 | $2,022-86.4% | $2,735-89.9% | $2,756-90.0% |
| Participant deferral / active EE | $2,435 | $2,927-16.8% | $4,003-39.2% | $4,299-43.3% |
| Admin fee / account holder | $681 | $3,690-81.6% | $4,006-83.0% | $6,940-90.2% |