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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 | $28,414 | $49,025-42.0% | $87,502-67.5% | $62,881-54.8% |
| Participation rate | 37.5% | 64.9%-27.4pp | 73.8%-36.3pp | 69.3%-31.8pp |
| Annual return | 8.43% | 10.02%-1.6pp | 12.21%-3.8pp | 20.14%-11.7pp |
| Employer contribution / active EE | $222 | $1,372-83.8% | $2,550-91.3% | $2,281-90.3% |
| Participant deferral / active EE | $1,064 | $2,289-53.5% | $3,149-66.2% | $3,203-66.8% |
| Admin fee / account holder | $393 | $4,065-90.3% | $4,221-90.7% | $4,296-90.9% |