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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 | $22,472 | $56,121-60.0% | $92,985-75.8% | $64,340-65.1% |
| Participation rate | 31.1% | 44.9%-13.8pp | 69.5%-38.3pp | 55.2%-24.1pp |
| Annual return | 18.06% | 19.19%-1.1pp | 27.99%-9.9pp | 24.14%-6.1pp |
| Employer contribution / active EE | $147 | $1,351-89.2% | $2,662-94.5% | $1,862-92.1% |
| Participant deferral / active EE | $1,021 | $2,362-56.8% | $4,377-76.7% | $2,980-65.7% |
| Admin fee / account holder | $1,228 | $6,869-82.1% | $9,463-87.0% | $3,703-66.8% |