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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 | $21,350 | $52,911-59.6% | $73,309-70.9% | $59,633-64.2% |
| Participation rate | 28.2% | 68.2%-40.1pp | 74.9%-46.7pp | 68.7%-40.5pp |
| Annual return | -1.95% | 12.20%-14.1pp | 5.67%-7.6pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,775 | $4,069-56.4% | $4,991-64.4% | $3,192-44.4% |
| Admin fee / account holder | $427 | $3,835-88.9% | $5,635-92.4% | $4,297-90.1% |