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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 | $13,952 | $81,276-82.8% | $155,574-91.0% | $80,925-82.8% |
| Participation rate | 41.8% | 66.2%-24.5pp | 78.2%-36.4pp | 67.7%-25.9pp |
| Annual return | 24.11% | 33.36%-9.3pp | 64.87%-40.8pp | 35.65%-11.5pp |
| Employer contribution / active EE | $224 | $3,103-92.8% | $4,676-95.2% | $2,756-91.9% |
| Participant deferral / active EE | $1,347 | $3,453-61.0% | $5,629-76.1% | $4,299-68.7% |
| Admin fee / account holder | $524 | $7,993-93.4% | $15,914-96.7% | $6,940-92.4% |