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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 | $86,919-63.2% | $102,457-68.8% | $80,911-60.5% |
| Participation rate | 56.3% | 72.4%-16.1pp | 76.5%-20.2pp | 67.6%-11.4pp |
| Annual return | 17.33% | 18.90%-1.6pp | 29.41%-12.1pp | 35.63%-18.3pp |
| Employer contribution / active EE | $351 | $2,368-85.2% | $3,022-88.4% | $2,756-87.3% |
| Participant deferral / active EE | $3,723 | $4,119-9.6% | $5,054-26.3% | $4,297-13.4% |
| Admin fee / account holder | $1,638 | $8,049-79.6% | $9,451-82.7% | $6,935-76.4% |