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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 | $53,914 | $110,410-51.2% | $102,437-47.4% | $145,897-63.0% |
| Participation rate | 26.3% | 77.9%-51.6pp | 74.5%-48.2pp | 80.3%-54.0pp |
| Annual return | 11.74% | 24.85%-13.1pp | 24.95%-13.2pp | 552.29%-540.5pp |
| Employer contribution / active EE | $804 | $4,217-80.9% | $3,871-79.2% | $4,663-82.8% |
| Participant deferral / active EE | $3,711 | $5,622-34.0% | $5,060-26.7% | $6,689-44.5% |
| Admin fee / account holder | $947 | $9,745-90.3% | $8,388-88.7% | $13,390-92.9% |