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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 | $57,971 | $124,980-53.6% | $108,359-46.5% | $154,746-62.5% |
| Participation rate | 66.7% | 75.2%-8.5pp | 70.1%-3.5pp | 80.7%-14.0pp |
| Annual return | 11.95% | 45.00%-33.0pp | 36.89%-24.9pp | 172.34%-160.4pp |
| Employer contribution / active EE | $486 | $2,851-83.0% | $2,399-79.8% | $4,379-88.9% |
| Participant deferral / active EE | $4,444 | $4,743-6.3% | $4,137+7.4% | $6,730-34.0% |
| Admin fee / account holder | $8,854 | $11,502-23.0% | $9,741-9.1% | $14,365-38.4% |