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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 | $47,976 | $76,371-37.2% | $93,621-48.8% | $72,976-34.3% |
| Participation rate | 68.8% | 71.8%-3.0pp | 75.8%-7.1pp | 69.5%-0.7pp |
| Annual return | 21.39% | 25.82%-4.4pp | 32.76%-11.4pp | 81.02%-59.6pp |
| Employer contribution / active EE | $317 | $2,276-86.1% | $2,719-88.3% | $2,440-87.0% |
| Participant deferral / active EE | $2,212 | $3,538-37.5% | $4,070-45.7% | $3,608-38.7% |
| Admin fee / account holder | $1,388 | $6,839-79.7% | $7,890-82.4% | $5,124-72.9% |