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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 | $31,986 | $86,949-63.2% | $102,460-68.8% | $80,959-60.5% |
| Participation rate | 56.3% | 72.4%-16.1pp | 76.5%-20.3pp | 67.7%-11.4pp |
| Annual return | 17.33% | 18.89%-1.6pp | 29.47%-12.1pp | 35.67%-18.3pp |
| Employer contribution / active EE | $351 | $2,370-85.2% | $3,025-88.4% | $2,757-87.3% |
| Participant deferral / active EE | $3,723 | $4,121-9.7% | $5,056-26.4% | $4,300-13.4% |
| Admin fee / account holder | $1,638 | $8,048-79.6% | $9,460-82.7% | $6,925-76.3% |