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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 | $65,617 | $81,457-19.4% | $103,378-36.5% | $80,911-18.9% |
| Participation rate | 21.9% | 66.8%-45.0pp | 74.5%-52.6pp | 67.6%-45.8pp |
| Annual return | 19.94% | 25.58%-5.6pp | 24.91%-5.0pp | 35.63%-15.7pp |
| Employer contribution / active EE | $670 | $3,107-78.4% | $3,870-82.7% | $2,756-75.7% |
| Participant deferral / active EE | $1,758 | $3,871-54.6% | $5,058-65.2% | $4,297-59.1% |
| Admin fee / account holder | $1,314 | $6,717-80.4% | $8,401-84.4% | $6,935-81.1% |