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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 | $70,507 | $58,493+20.5% | $84,023-16.1% | $72,976-3.4% |
| Participation rate | 43.1% | 61.2%-18.1pp | 69.0%-25.9pp | 69.5%-26.4pp |
| Annual return | 22.32% | 28.93%-6.6pp | 71.32%-49.0pp | 81.02%-58.7pp |
| Employer contribution / active EE | $55 | $1,163-95.3% | $1,984-97.2% | $2,440-97.8% |
| Participant deferral / active EE | $1,859 | $2,394-22.3% | $3,239-42.6% | $3,608-48.5% |
| Admin fee / account holder | $792 | $4,569-82.7% | $6,102-87.0% | $5,124-84.5% |