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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 | $35,324 | $95,453-63.0% | $112,040-68.5% | $82,448-57.2% |
| Participation rate | 40.3% | 72.8%-32.5pp | 76.5%-36.2pp | 68.1%-27.8pp |
| Annual return | 13.29% | 23.92%-10.6pp | 24.52%-11.2pp | 41.64%-28.3pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,543 | $4,224-16.1% | $5,098-30.5% | $4,139-14.4% |
| Admin fee / account holder | $8,041 | $9,013-10.8% | $12,098-33.5% | $7,234+11.1% |