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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 | $69,802 | $83,485-16.4% | $125,192-44.2% | $72,975-4.3% |
| Participation rate | 30.0% | 73.3%-43.3pp | 79.8%-49.8pp | 69.5%-39.5pp |
| Annual return | 25.24% | 25.77%-0.5pp | 43.79%-18.6pp | 81.01%-55.8pp |
| Employer contribution / active EE | $221 | $2,346-90.6% | $3,866-94.3% | $2,440-90.9% |
| Participant deferral / active EE | $2,064 | $3,586-42.4% | $4,937-58.2% | $3,608-42.8% |
| Admin fee / account holder | $800 | $5,518-85.5% | $9,704-91.8% | $5,124-84.4% |