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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 | $45,119-69.4% | $85,126-83.8% | $74,429-81.5% |
| Participation rate | 21.7% | 49.4%-27.7pp | 67.5%-45.8pp | 67.2%-45.5pp |
| Annual return | 17.26% | 26.28%-9.0pp | 66.63%-49.4pp | 1368.38%-1351.1pp |
| Employer contribution / active EE | $161 | $1,460-88.9% | $2,731-94.1% | $2,625-93.9% |
| Participant deferral / active EE | $1,039 | $2,738-62.1% | $4,523-77.0% | $4,348-76.1% |
| Admin fee / account holder | $1,435 | $2,214-35.2% | $6,160-76.7% | $1,944-26.2% |