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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 | $35,375 | $110,379-68.0% | $102,412-65.5% | $145,884-75.8% |
| Participation rate | 47.6% | 77.9%-30.3pp | 74.5%-26.9pp | 80.3%-32.7pp |
| Annual return | 9.85% | 24.84%-15.0pp | 24.94%-15.1pp | 551.85%-542.0pp |
| Employer contribution / active EE | $24 | $4,216-99.4% | $3,870-99.4% | $4,662-99.5% |
| Participant deferral / active EE | $2,642 | $5,622-53.0% | $5,060-47.8% | $6,690-60.5% |
| Admin fee / account holder | $1,385 | $9,745-85.8% | $8,388-83.5% | $13,392-89.7% |