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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 | $16,282 | $77,908-79.1% | $149,696-89.1% | $75,173-78.3% |
| Participation rate | 33.3% | 65.6%-32.2pp | 78.8%-45.4pp | 67.2%-33.9pp |
| Annual return | 22.01% | 31.73%-9.7pp | 134.46%-112.4pp | 160.72%-138.7pp |
| Employer contribution / active EE | $117 | $3,138-96.3% | $4,821-97.6% | $2,671-95.6% |
| Participant deferral / active EE | $1,730 | $3,411-49.3% | $5,682-69.5% | $4,126-58.1% |
| Admin fee / account holder | $640 | $5,950-89.2% | $13,212-95.2% | $5,651-88.7% |