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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 | $16,244 | $81,358-80.0% | $155,556-89.6% | $80,959-79.9% |
| Participation rate | 10.7% | 66.3%-55.6pp | 78.2%-67.5pp | 67.7%-57.0pp |
| Annual return | 15.45% | 33.39%-17.9pp | 64.84%-49.4pp | 35.67%-20.2pp |
| Employer contribution / active EE | $181 | $3,106-94.2% | $4,675-96.1% | $2,757-93.4% |
| Participant deferral / active EE | $980 | $3,455-71.6% | $5,631-82.6% | $4,300-77.2% |
| Admin fee / account holder | $3,807 | $7,994-52.4% | $15,885-76.0% | $6,925-45.0% |