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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 | $57,708 | $86,919-33.6% | $102,457-43.7% | $80,911-28.7% |
| Participation rate | 29.8% | 72.4%-42.6pp | 76.5%-46.7pp | 67.6%-37.8pp |
| Annual return | 14.58% | 18.90%-4.3pp | 29.41%-14.8pp | 35.63%-21.0pp |
| Employer contribution / active EE | $656 | $2,368-72.3% | $3,022-78.3% | $2,756-76.2% |
| Participant deferral / active EE | $1,883 | $4,119-54.3% | $5,054-62.7% | $4,297-56.2% |
| Admin fee / account holder | $1,667 | $8,049-79.3% | $9,451-82.4% | $6,935-76.0% |