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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 | $43,720 | $45,312-3.5% | $86,233-49.3% | $67,986-35.7% |
| Participation rate | 12.6% | 42.4%-29.8pp | 69.0%-56.4pp | 57.2%-44.6pp |
| Annual return | 26.81% | 24.79%+2.0pp | 61.39%-34.6pp | 31.67%-4.9pp |
| Employer contribution / active EE | $95 | $1,160-91.8% | $2,504-96.2% | $2,019-95.3% |
| Participant deferral / active EE | $546 | $2,185-75.0% | $4,559-88.0% | $3,358-83.7% |
| Admin fee / account holder | $5,813 | $3,295+76.4% | $8,342-30.3% | $3,203+81.5% |