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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 | $59,105 | $57,828+2.2% | $117,039-49.5% | $70,126-15.7% |
| Participation rate | 60.0% | 67.1%-7.1pp | 77.2%-17.2pp | 69.5%-9.5pp |
| Annual return | 17.49% | 17.55%-0.1pp | 18.95%-1.5pp | 73.15%-55.7pp |
| Employer contribution / active EE | $0 | $1,816-100.0% | $3,785-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,375 | $2,438-2.6% | $3,929-39.6% | $3,332-28.7% |
| Admin fee / account holder | $1,696 | $3,548-52.2% | $5,974-71.6% | $4,645-63.5% |