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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 | $60,850 | $76,112-20.1% | $96,534-37.0% | $71,511-14.9% |
| Participation rate | 51.6% | 74.4%-22.8pp | 76.0%-24.4pp | 67.9%-16.3pp |
| Annual return | 21.77% | 22.81%-1.0pp | 25.88%-4.1pp | 28.86%-7.1pp |
| Employer contribution / active EE | $0 | $2,248-100.0% | $2,965-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $6,350 | $4,217+50.6% | $4,851+30.9% | $4,291+48.0% |
| Admin fee / account holder | $13,677 | $2,708+405.0% | $8,253+65.7% | $1,588+761.0% |