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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 | $21,132 | $86,050-75.4% | $189,758-88.9% | $94,015-77.5% |
| Participation rate | 52.6% | 68.9%-16.3pp | 79.8%-27.2pp | 70.8%-18.2pp |
| Annual return | 12.96% | 17.77%-4.8pp | 52.62%-39.7pp | 17.84%-4.9pp |
| Employer contribution / active EE | $153 | $2,819-94.6% | $4,767-96.8% | $2,790-94.5% |
| Participant deferral / active EE | $2,696 | $3,349-19.5% | $5,856-54.0% | $4,249-36.6% |
| Admin fee / account holder | $3,697 | $6,627-44.2% | $20,388-81.9% | $8,951-58.7% |