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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 | $58,275 | $115,225-49.4% | $100,712-42.1% | $138,895-58.0% |
| Participation rate | 50.0% | 74.3%-24.3pp | 69.3%-19.3pp | 79.9%-29.9pp |
| Annual return | 11.35% | 40.35%-29.0pp | 33.27%-21.9pp | 145.39%-134.0pp |
| Employer contribution / active EE | $184 | $2,771-93.3% | $2,313-92.0% | $4,194-95.6% |
| Participant deferral / active EE | $4,556 | $4,699-3.0% | $4,085+11.5% | $6,396-28.8% |
| Admin fee / account holder | $65,946 | $10,844+508.1% | $9,256+612.4% | $12,562+425.0% |