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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 | $56,631 | $80,763-29.9% | $102,412-44.7% | $74,459-23.9% |
| Participation rate | 29.4% | 65.7%-36.3pp | 74.5%-45.1pp | 67.2%-37.8pp |
| Annual return | 11.53% | 27.57%-16.0pp | 24.94%-13.4pp | 1369.70%-1358.2pp |
| Employer contribution / active EE | $566 | $3,160-82.1% | $3,870-85.4% | $2,626-78.4% |
| Participant deferral / active EE | $1,857 | $3,862-51.9% | $5,060-63.3% | $4,350-57.3% |
| Admin fee / account holder | $4,525 | $2,371+90.8% | $8,388-46.0% | $1,945+132.7% |