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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 | $23,032 | $81,504-71.7% | $102,437-77.5% | $80,959-71.6% |
| Participation rate | 36.7% | 66.9%-30.1pp | 74.5%-37.8pp | 67.7%-30.9pp |
| Annual return | 12.86% | 25.60%-12.7pp | 24.95%-12.1pp | 35.67%-22.8pp |
| Employer contribution / active EE | $335 | $3,104-89.2% | $3,871-91.4% | $2,757-87.9% |
| Participant deferral / active EE | $1,678 | $3,871-56.7% | $5,060-66.8% | $4,300-61.0% |
| Admin fee / account holder | $1,221 | $6,719-81.8% | $8,388-85.4% | $6,925-82.4% |