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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 | $19,305 | $86,050-77.6% | $189,758-89.8% | $94,015-79.5% |
| Participation rate | 43.8% | 68.9%-25.1pp | 79.8%-36.0pp | 70.8%-27.1pp |
| Annual return | 37.39% | 17.77%+19.6pp | 52.62%-15.2pp | 17.84%+19.5pp |
| Employer contribution / active EE | $256 | $2,819-90.9% | $4,767-94.6% | $2,790-90.8% |
| Participant deferral / active EE | $1,363 | $3,349-59.3% | $5,856-76.7% | $4,249-67.9% |
| Admin fee / account holder | $3,389 | $6,627-48.9% | $20,388-83.4% | $8,951-62.1% |