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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 | $47,870 | $126,661-62.2% | $113,397-57.8% | $138,895-65.5% |
| Participation rate | 58.3% | 79.4%-21.1pp | 76.5%-18.2pp | 79.9%-21.6pp |
| Annual return | 17.06% | 25.05%-8.0pp | 23.20%-6.1pp | 145.39%-128.3pp |
| Employer contribution / active EE | $723 | $3,456-79.1% | $2,977-75.7% | $4,194-82.8% |
| Participant deferral / active EE | $2,053 | $5,693-63.9% | $5,076-59.6% | $6,396-67.9% |
| Admin fee / account holder | $7,908 | $14,549-45.6% | $11,957-33.9% | $12,562-37.0% |