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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 | $48,987 | $88,996-45.0% | $78,004-37.2% | $138,895-64.7% |
| Participation rate | 36.4% | 74.4%-38.0pp | 69.4%-33.1pp | 79.9%-43.6pp |
| Annual return | 11.64% | 28.03%-16.4pp | 31.07%-19.4pp | 145.39%-133.8pp |
| Employer contribution / active EE | $471 | $2,917-83.8% | $2,469-80.9% | $4,194-88.8% |
| Participant deferral / active EE | $1,506 | $4,724-68.1% | $4,092-63.2% | $6,396-76.5% |
| Admin fee / account holder | $997 | $8,807-88.7% | $7,578-86.8% | $12,562-92.1% |