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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 | $12,454 | $48,314-74.2% | $67,561-81.6% | $80,925-84.6% |
| Participation rate | 57.5% | 66.4%-8.9pp | 72.9%-15.4pp | 67.7%-10.2pp |
| Annual return | 15.09% | 18.28%-3.2pp | 3525.44%-3510.3pp | 35.65%-20.6pp |
| Employer contribution / active EE | $278 | $2,022-86.3% | $2,735-89.8% | $2,756-89.9% |
| Participant deferral / active EE | $1,169 | $2,927-60.1% | $4,003-70.8% | $4,299-72.8% |
| Admin fee / account holder | $317 | $3,690-91.4% | $4,006-92.1% | $6,940-95.4% |