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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 | $22,896 | $89,259-74.3% | $107,187-78.6% | $82,637-72.3% |
| Participation rate | 53.7% | 67.9%-14.3pp | 75.0%-21.4pp | 68.1%-14.4pp |
| Annual return | 13.95% | 21.02%-7.1pp | 204.55%-190.6pp | 53.51%-39.6pp |
| Employer contribution / active EE | $684 | $3,080-77.8% | $3,782-81.9% | $2,552-73.2% |
| Participant deferral / active EE | $1,911 | $4,037-52.7% | $5,096-62.5% | $4,126-53.7% |
| Admin fee / account holder | $2,567 | $7,381-65.2% | $9,162-72.0% | $7,339-65.0% |