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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 | $18,720 | $65,364-71.4% | $92,909-79.9% | $72,975-74.3% |
| Participation rate | 34.9% | 68.3%-33.4pp | 76.0%-41.1pp | 69.5%-34.6pp |
| Annual return | 23.66% | 42.11%-18.4pp | 109.44%-85.8pp | 81.01%-57.4pp |
| Employer contribution / active EE | $410 | $2,594-84.2% | $3,653-88.8% | $2,440-83.2% |
| Participant deferral / active EE | $1,574 | $3,128-49.7% | $4,238-62.9% | $3,608-56.4% |
| Admin fee / account holder | $518 | $4,251-87.8% | $5,795-91.1% | $5,124-89.9% |