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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 | $44,746-2.3% | $88,179-50.4% | $64,097-31.8% |
| Participation rate | 12.6% | 39.8%-27.2pp | 69.1%-56.6pp | 55.2%-42.6pp |
| Annual return | 26.81% | 24.70%+2.1pp | 64.97%-38.2pp | 34.64%-7.8pp |
| Employer contribution / active EE | $95 | $1,078-91.2% | $2,549-96.3% | $1,891-95.0% |
| Participant deferral / active EE | $546 | $2,072-73.6% | $4,614-88.2% | $3,080-82.3% |
| Admin fee / account holder | $5,813 | $3,437+69.1% | $7,673-24.2% | $3,454+68.3% |