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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 | $27,200 | $77,901-65.1% | $149,717-81.8% | $75,181-63.8% |
| Participation rate | 23.1% | 65.6%-42.5pp | 78.8%-55.7pp | 67.2%-44.1pp |
| Annual return | 21.90% | 31.73%-9.8pp | 134.41%-112.5pp | 160.69%-138.8pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,820-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,056 | $3,411-69.0% | $5,682-81.4% | $4,126-74.4% |
| Admin fee / account holder | $395 | $5,949-93.4% | $13,213-97.0% | $5,650-93.0% |