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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 | $19,400 | $47,479-59.1% | $62,929-69.2% | $82,448-76.5% |
| Participation rate | 31.9% | 66.9%-35.0pp | 73.1%-41.2pp | 68.1%-36.2pp |
| Annual return | 11.82% | 20.34%-8.5pp | 1063.93%-1052.1pp | 41.64%-29.8pp |
| Employer contribution / active EE | $284 | $1,885-84.9% | $2,505-88.7% | $2,551-88.9% |
| Participant deferral / active EE | $1,797 | $2,870-37.4% | $3,888-53.8% | $4,139-56.6% |
| Admin fee / account holder | $1,442 | $3,804-62.1% | $5,065-71.5% | $7,234-80.1% |