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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 | $56,292 | $65,027-13.4% | $90,970-38.1% | $79,852-29.5% |
| Participation rate | 62.5% | 61.6%+0.9pp | 69.0%-6.5pp | 69.6%-7.1pp |
| Annual return | 13.22% | 30.45%-17.2pp | 134.58%-121.4pp | 31.72%-18.5pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,121 | $2,512-15.6% | $3,373-37.1% | $3,740-43.3% |
| Admin fee / account holder | $787 | $4,535-82.6% | $5,960-86.8% | $5,306-85.2% |