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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 | $37,364 | $67,411-44.6% | $91,004-58.9% | $70,126-46.7% |
| Participation rate | 68.4% | 71.4%-2.9pp | 75.6%-7.2pp | 69.5%-1.1pp |
| Annual return | 20.07% | -40.16%+60.2pp | 4.60%+15.5pp | 73.15%-53.1pp |
| Employer contribution / active EE | $142 | $1,786-92.0% | $2,456-94.2% | $2,343-93.9% |
| Participant deferral / active EE | $1,812 | $2,823-35.8% | $3,548-48.9% | $3,332-45.6% |
| Admin fee / account holder | $683 | $4,236-83.9% | $5,417-87.4% | $4,645-85.3% |