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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 | $28,139 | $54,380-48.3% | $68,509-58.9% | $59,633-52.8% |
| Participation rate | 65.5% | 70.2%-4.7pp | 74.7%-9.2pp | 68.7%-3.2pp |
| Annual return | -1.96% | 2.83%-4.8pp | 8.27%-10.2pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $209 | $1,539-86.4% | $2,278-90.8% | $2,203-90.5% |
| Participant deferral / active EE | $1,553 | $2,643-41.3% | $3,382-54.1% | $3,192-51.4% |
| Admin fee / account holder | $319 | $3,885-91.8% | $5,275-94.0% | $4,297-92.6% |