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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 | $66,578 | $83,898-20.6% | $133,346-50.1% | $94,015-29.2% |
| Participation rate | 60.0% | 63.4%-3.4pp | 72.8%-12.8pp | 70.8%-10.8pp |
| Annual return | 15.42% | 16.00%-0.6pp | 36.85%-21.4pp | 17.84%-2.4pp |
| Employer contribution / active EE | $0 | $1,821-100.0% | $2,853-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $4,824 | $3,245+48.7% | $4,332+11.4% | $4,249+13.5% |
| Admin fee / account holder | $1,547 | $7,809-80.2% | $14,264-89.2% | $8,951-82.7% |