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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 | $24,987 | $48,337-48.3% | $67,560-63.0% | $80,959-69.1% |
| Participation rate | 17.6% | 66.4%-48.9pp | 72.9%-55.4pp | 67.7%-50.1pp |
| Annual return | 24.57% | 18.26%+6.3pp | 3533.50%-3508.9pp | 35.67%-11.1pp |
| Employer contribution / active EE | $104 | $2,023-94.9% | $2,737-96.2% | $2,757-96.2% |
| Participant deferral / active EE | $1,556 | $2,928-46.9% | $4,004-61.1% | $4,300-63.8% |
| Admin fee / account holder | $2,300 | $3,695-37.8% | $3,994-42.4% | $6,925-66.8% |