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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 | $82,157 | $95,404-13.9% | $113,397-27.5% | $82,637-0.6% |
| Participation rate | 52.3% | 72.8%-20.5pp | 76.5%-24.2pp | 68.1%-15.8pp |
| Annual return | 16.32% | 19.08%-2.8pp | 23.20%-6.9pp | 53.51%-37.2pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,368 | $4,220-43.9% | $5,076-53.4% | $4,126-42.6% |
| Admin fee / account holder | $4,282 | $9,168-53.3% | $11,957-64.2% | $7,339-41.7% |