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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 | $26,258 | $88,672-70.4% | $105,223-75.0% | $82,448-68.2% |
| Participation rate | 40.5% | 67.9%-27.4pp | 75.0%-34.6pp | 68.1%-27.6pp |
| Annual return | 16.76% | 30.86%-14.1pp | 180.65%-163.9pp | 41.64%-24.9pp |
| Employer contribution / active EE | $538 | $3,048-82.3% | $3,689-85.4% | $2,551-78.9% |
| Participant deferral / active EE | $2,539 | $4,036-37.1% | $5,072-49.9% | $4,139-38.6% |
| Admin fee / account holder | $3,727 | $7,146-47.9% | $8,859-57.9% | $7,234-48.5% |