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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 | $63,823 | $64,517-1.1% | $81,438-21.6% | $80,874-21.1% |
| Participation rate | 57.7% | 63.9%-6.2pp | 69.5%-11.8pp | 67.6%-10.0pp |
| Annual return | 16.05% | 16.35%-0.3pp | 24.74%-8.7pp | 35.62%-19.6pp |
| Employer contribution / active EE | $288 | $1,982-85.5% | $2,460-88.3% | $2,756-89.5% |
| Participant deferral / active EE | $1,308 | $3,096-57.8% | $3,883-66.3% | $4,297-69.6% |
| Admin fee / account holder | $599 | $5,677-89.4% | $5,764-89.6% | $6,935-91.4% |