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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 | $24,082 | $78,690-69.4% | $161,489-85.1% | $87,485-72.5% |
| Participation rate | 33.3% | 67.5%-34.1pp | 78.7%-45.4pp | 68.9%-35.6pp |
| Annual return | 20.72% | 32.74%-12.0pp | 89.72%-69.0pp | 26.06%-5.3pp |
| Employer contribution / active EE | $227 | $2,588-91.2% | $4,268-94.7% | $2,596-91.2% |
| Participant deferral / active EE | $2,238 | $3,311-32.4% | $5,630-60.3% | $4,274-47.6% |
| Admin fee / account holder | $1,254 | $6,724-81.4% | $16,006-92.2% | $7,775-83.9% |