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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 | $73,192 | $53,162+37.7% | $91,227-19.8% | $68,490+6.9% |
| Participation rate | 52.6% | 63.2%-10.6pp | 73.2%-20.6pp | 67.9%-15.3pp |
| Annual return | 2.15% | -3.14%+5.3pp | 114.14%-112.0pp | -7.85%+10.0pp |
| Employer contribution / active EE | $123 | $1,709-92.8% | $2,851-95.7% | $2,597-95.3% |
| Participant deferral / active EE | $1,233 | $2,974-58.5% | $4,234-70.9% | $4,028-69.4% |
| Admin fee / account holder | $456 | $4,493-89.9% | $5,423-91.6% | $5,403-91.6% |