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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 | $69,471 | $55,457+25.3% | $77,361-10.2% | $94,015-26.1% |
| Participation rate | 65.5% | 69.8%-4.3pp | 75.0%-9.5pp | 70.8%-5.3pp |
| Annual return | 10.72% | 15.57%-4.8pp | 1011.54%-1000.8pp | 17.84%-7.1pp |
| Employer contribution / active EE | $345 | $2,255-84.7% | $2,990-88.5% | $2,790-87.6% |
| Participant deferral / active EE | $2,526 | $3,069-17.7% | $3,911-35.4% | $4,249-40.5% |
| Admin fee / account holder | $8,265 | $4,334+90.7% | $5,894+40.2% | $8,951-7.7% |