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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 | $30,477 | $81,457-62.6% | $103,378-70.5% | $80,911-62.3% |
| Participation rate | 20.0% | 66.8%-46.8pp | 74.5%-54.5pp | 67.6%-47.6pp |
| Annual return | 17.74% | 25.58%-7.8pp | 24.91%-7.2pp | 35.63%-17.9pp |
| Employer contribution / active EE | $779 | $3,107-74.9% | $3,870-79.9% | $2,756-71.7% |
| Participant deferral / active EE | $1,705 | $3,871-55.9% | $5,058-66.3% | $4,297-60.3% |
| Admin fee / account holder | $6,457 | $6,717-3.9% | $8,401-23.1% | $6,935-6.9% |