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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 | $49,925 | $52,279-4.5% | $89,435-44.2% | $79,856-37.5% |
| Participation rate | 34.3% | 57.5%-23.2pp | 68.0%-33.7pp | 69.6%-35.3pp |
| Annual return | 11.86% | 22.16%-10.3pp | 245.55%-233.7pp | 31.71%-19.9pp |
| Employer contribution / active EE | $222 | $1,572-85.9% | $2,587-91.4% | $2,471-91.0% |
| Participant deferral / active EE | $1,536 | $2,740-43.9% | $3,890-60.5% | $3,741-58.9% |
| Admin fee / account holder | $9,462 | $3,356+181.9% | $4,884+93.7% | $5,306+78.3% |