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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 | $44,578 | $91,179-51.1% | $178,499-75.0% | $79,852-44.2% |
| Participation rate | 67.6% | 69.2%-1.6pp | 81.9%-14.3pp | 69.6%-2.0pp |
| Annual return | 16.17% | 24.19%-8.0pp | 151.10%-134.9pp | 31.72%-15.5pp |
| Employer contribution / active EE | $220 | $3,256-93.3% | $5,011-95.6% | $2,471-91.1% |
| Participant deferral / active EE | $1,779 | $3,236-45.0% | $5,202-65.8% | $3,740-52.4% |
| Admin fee / account holder | $2,702 | $6,749-60.0% | $13,986-80.7% | $5,306-49.1% |