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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 | $13,784 | $44,984-69.4% | $85,009-83.8% | $74,546-81.5% |
| Participation rate | 21.7% | 49.4%-27.7pp | 67.5%-45.8pp | 67.2%-45.5pp |
| Annual return | 17.26% | 26.25%-9.0pp | 66.47%-49.2pp | 1366.03%-1348.8pp |
| Employer contribution / active EE | $161 | $1,458-88.9% | $2,728-94.1% | $2,624-93.9% |
| Participant deferral / active EE | $1,039 | $2,733-62.0% | $4,522-77.0% | $4,347-76.1% |
| Admin fee / account holder | $1,435 | $2,208-35.0% | $6,153-76.7% | $1,944-26.1% |