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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 | $35,914 | $88,672-59.5% | $105,223-65.9% | $82,448-56.4% |
| Participation rate | 54.1% | 67.9%-13.9pp | 75.0%-21.0pp | 68.1%-14.0pp |
| Annual return | 15.43% | 30.86%-15.4pp | 180.65%-165.2pp | 41.64%-26.2pp |
| Employer contribution / active EE | $105 | $3,048-96.5% | $3,689-97.1% | $2,551-95.9% |
| Participant deferral / active EE | $4,032 | $4,036-0.1% | $5,072-20.5% | $4,139-2.6% |
| Admin fee / account holder | $2,035 | $7,146-71.5% | $8,859-77.0% | $7,234-71.9% |