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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 | $67,197 | $81,276-17.3% | $155,574-56.8% | $80,925-17.0% |
| Participation rate | 14.0% | 66.2%-52.2pp | 78.2%-64.2pp | 67.7%-53.7pp |
| Annual return | 10.64% | 33.36%-22.7pp | 64.87%-54.2pp | 35.65%-25.0pp |
| Employer contribution / active EE | $70 | $3,103-97.7% | $4,676-98.5% | $2,756-97.5% |
| Participant deferral / active EE | $1,107 | $3,453-67.9% | $5,629-80.3% | $4,299-74.3% |
| Admin fee / account holder | $618 | $7,993-92.3% | $15,914-96.1% | $6,940-91.1% |