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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 | $26,180 | $57,073-54.1% | $85,126-69.2% | $80,925-67.6% |
| Participation rate | 41.3% | 56.4%-15.1pp | 67.5%-26.2pp | 67.7%-26.4pp |
| Annual return | 13.52% | 21.69%-8.2pp | 66.63%-53.1pp | 35.65%-22.1pp |
| Employer contribution / active EE | $0 | $1,801-100.0% | $2,731-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,821 | $3,113-41.5% | $4,523-59.7% | $4,299-57.6% |
| Admin fee / account holder | $608 | $4,988-87.8% | $6,160-90.1% | $6,940-91.2% |