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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 | $42,237 | $97,648-56.7% | $121,663-65.3% | $87,485-51.7% |
| Participation rate | 57.3% | 70.5%-13.2pp | 74.5%-17.2pp | 68.9%-11.6pp |
| Annual return | 13.81% | 18.03%-4.2pp | 147.54%-133.7pp | 26.06%-12.2pp |
| Employer contribution / active EE | $136 | $2,300-94.1% | $3,020-95.5% | $2,596-94.7% |
| Participant deferral / active EE | $2,206 | $3,923-43.8% | $4,887-54.9% | $4,274-48.4% |
| Admin fee / account holder | $1,611 | $11,100-85.5% | $14,289-88.7% | $7,775-79.3% |