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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 | $18,416 | $52,678-65.0% | $75,784-75.7% | $59,633-69.1% |
| Participation rate | 53.1% | 67.2%-14.1pp | 75.8%-22.7pp | 68.7%-15.5pp |
| Annual return | 4.57% | 2.95%+1.6pp | 9.68%-5.1pp | 2041.40%-2036.8pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,390 | $2,591+30.9% | $3,652-7.2% | $3,192+6.2% |
| Admin fee / account holder | $1,123 | $3,610-68.9% | $5,300-78.8% | $4,297-73.9% |