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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 | $10,758 | $64,920-83.4% | $103,693-89.6% | $86,983-87.6% |
| Participation rate | 34.5% | 63.6%-29.1pp | 72.6%-38.2pp | 69.5%-35.1pp |
| Annual return | 16.89% | 30.29%-13.4pp | 47.61%-30.7pp | 25.83%-8.9pp |
| Employer contribution / active EE | $0 | $2,141-100.0% | $2,920-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $839 | $3,241-74.1% | $4,579-81.7% | $4,194-80.0% |
| Admin fee / account holder | $1,414 | $6,191-77.2% | $7,858-82.0% | $7,856-82.0% |