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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 | $34,564 | $65,364-47.1% | $92,909-62.8% | $72,975-52.6% |
| Participation rate | 48.3% | 68.3%-20.0pp | 76.0%-27.7pp | 69.5%-21.2pp |
| Annual return | 19.67% | 42.11%-22.4pp | 109.44%-89.8pp | 81.01%-61.3pp |
| Employer contribution / active EE | $491 | $2,594-81.1% | $3,653-86.6% | $2,440-79.9% |
| Participant deferral / active EE | $3,932 | $3,128+25.7% | $4,238-7.2% | $3,608+9.0% |
| Admin fee / account holder | $8,015 | $4,251+88.5% | $5,795+38.3% | $5,124+56.4% |