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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 | $71,152 | $117,904-39.7% | $102,457-30.6% | $145,978-51.3% |
| Participation rate | 15.8% | 78.6%-62.8pp | 76.5%-60.7pp | 80.3%-64.5pp |
| Annual return | 21.49% | 31.80%-10.3pp | 29.41%-7.9pp | 550.52%-529.0pp |
| Employer contribution / active EE | $672 | $3,613-81.4% | $3,022-77.8% | $4,662-85.6% |
| Participant deferral / active EE | $2,798 | $5,733-51.2% | $5,054-44.6% | $6,690-58.2% |
| Admin fee / account holder | $445 | $13,329-96.7% | $9,451-95.3% | $13,400-96.7% |