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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 | $38,327 | $65,027-41.1% | $90,970-57.9% | $79,852-52.0% |
| Participation rate | 55.4% | 61.6%-6.2pp | 69.0%-13.6pp | 69.6%-14.2pp |
| Annual return | 14.46% | 30.45%-16.0pp | 134.58%-120.1pp | 31.72%-17.3pp |
| Employer contribution / active EE | $205 | $1,247-83.6% | $2,122-90.4% | $2,471-91.7% |
| Participant deferral / active EE | $1,265 | $2,512-49.6% | $3,373-62.5% | $3,740-66.2% |
| Admin fee / account holder | $1,330 | $4,535-70.7% | $5,960-77.7% | $5,306-74.9% |