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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 | $33,938 | $95,453-64.4% | $112,040-69.7% | $82,448-58.8% |
| Participation rate | 40.0% | 72.8%-32.8pp | 76.5%-36.5pp | 68.1%-28.1pp |
| Annual return | 13.59% | 23.92%-10.3pp | 24.52%-10.9pp | 41.64%-28.1pp |
| Employer contribution / active EE | $469 | $2,318-79.8% | $2,954-84.1% | $2,551-81.6% |
| Participant deferral / active EE | $2,045 | $4,224-51.6% | $5,098-59.9% | $4,139-50.6% |
| Admin fee / account holder | $4,453 | $9,013-50.6% | $12,098-63.2% | $7,234-38.4% |