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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 | $54,675 | $81,233-32.7% | $155,567-64.9% | $80,874-32.4% |
| Participation rate | 16.7% | 66.2%-49.6pp | 78.2%-61.5pp | 67.6%-51.0pp |
| Annual return | 13.43% | 33.33%-19.9pp | 64.74%-51.3pp | 35.62%-22.2pp |
| Employer contribution / active EE | $47 | $3,101-98.5% | $4,674-99.0% | $2,756-98.3% |
| Participant deferral / active EE | $1,185 | $3,452-65.7% | $5,628-79.0% | $4,297-72.4% |
| Admin fee / account holder | $481 | $7,998-94.0% | $15,916-97.0% | $6,935-93.1% |