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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 | $24,033 | $65,072-63.1% | $66,439-63.8% | $65,306-63.2% |
| Participation rate | 60.7% | 69.1%-8.3pp | 74.5%-13.7pp | 57.7%+3.1pp |
| Annual return | 11.77% | 21.50%-9.7pp | 757.66%-745.9pp | 21.94%-10.2pp |
| Employer contribution / active EE | $413 | $2,475-83.3% | $2,637-84.3% | $1,967-79.0% |
| Participant deferral / active EE | $2,341 | $3,234-27.6% | $3,876-39.6% | $2,959-20.9% |
| Admin fee / account holder | $1,236 | $1,323-6.6% | $6,173-80.0% | $3,480-64.5% |