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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 | $36,923 | $54,380-32.1% | $68,509-46.1% | $59,633-38.1% |
| Participation rate | 68.6% | 70.2%-1.6pp | 74.7%-6.1pp | 68.7%0pp |
| Annual return | -1.32% | 2.83%-4.2pp | 8.27%-9.6pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,542 | $2,643-41.7% | $3,382-54.4% | $3,192-51.7% |
| Admin fee / account holder | $1,557 | $3,885-59.9% | $5,275-70.5% | $4,297-63.8% |