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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 | $60,481 | $63,845-5.3% | $81,370-25.7% | $80,959-25.3% |
| Participation rate | 17.6% | 63.9%-46.2pp | 69.5%-51.9pp | 67.7%-50.0pp |
| Annual return | 35.64% | 16.37%+19.3pp | 24.85%+10.8pp | 35.67%0pp |
| Employer contribution / active EE | $0 | $1,980-100.0% | $2,464-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,387 | $3,093-55.2% | $3,885-64.3% | $4,300-67.7% |
| Admin fee / account holder | $1,728 | $5,688-69.6% | $5,749-69.9% | $6,925-75.0% |