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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 | $37,578 | $106,864-64.8% | $147,318-74.5% | $82,637-54.5% |
| Participation rate | 52.8% | 75.5%-22.7pp | 82.1%-29.3pp | 68.1%-15.2pp |
| Annual return | 18.40% | 27.49%-9.1pp | 70.43%-52.0pp | 53.51%-35.1pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $9,724 | $6,496+49.7% | $7,906+23.0% | $4,126+135.7% |
| Admin fee / account holder | $6,641 | $8,415-21.1% | $13,708-51.5% | $7,339-9.5% |