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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 | $51,653 | $124,425-58.5% | $112,040-53.9% | $137,256-62.4% |
| Participation rate | 66.7% | 79.3%-12.6pp | 76.5%-9.8pp | 80.0%-13.3pp |
| Annual return | 21.90% | 24.72%-2.8pp | 24.52%-2.6pp | 220.34%-198.4pp |
| Employer contribution / active EE | $767 | $3,411-77.5% | $2,954-74.1% | $4,156-81.6% |
| Participant deferral / active EE | $2,666 | $5,718-53.4% | $5,098-47.7% | $6,407-58.4% |
| Admin fee / account holder | $1,182 | $15,207-92.2% | $12,098-90.2% | $12,270-90.4% |