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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 | $34,351 | $94,439-63.6% | $73,658-53.4% | $154,746-77.8% |
| Participation rate | 27.3% | 64.7%-37.4pp | 57.0%-29.8pp | 80.7%-53.4pp |
| Annual return | 9.74% | 28.25%-18.5pp | 29.72%-20.0pp | 172.34%-162.6pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $913 | $2,527-63.9% | $2,062-55.7% | $6,730-86.4% |
| Admin fee / account holder | $5,441 | $3,843+41.6% | $3,357+62.1% | $14,365-62.1% |