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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 | $41,972 | $84,236-50.2% | $170,435-75.4% | $70,126-40.1% |
| Participation rate | 40.5% | 70.8%-30.3pp | 83.6%-43.1pp | 69.5%-29.0pp |
| Annual return | 20.97% | 23.06%-2.1pp | 205.94%-185.0pp | 73.15%-52.2pp |
| Employer contribution / active EE | $343 | $3,387-89.9% | $5,432-93.7% | $2,343-85.4% |
| Participant deferral / active EE | $1,200 | $3,086-61.1% | $4,939-75.7% | $3,332-64.0% |
| Admin fee / account holder | $1,788 | $5,698-68.6% | $13,881-87.1% | $4,645-61.5% |