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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 | $26,322 | $104,650-74.8% | $83,854-68.6% | $155,188-83.0% |
| Participation rate | 38.9% | 65.1%-26.2pp | 59.1%-20.2pp | 80.8%-41.9pp |
| Annual return | 15.17% | 28.97%-13.8pp | 31.39%-16.2pp | 148.84%-133.7pp |
| Employer contribution / active EE | $0 | $1,196-100.0% | $1,017-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,320 | $2,367-2.0% | $2,035+14.0% | $6,531-64.5% |
| Admin fee / account holder | $314 | $3,518-91.1% | $3,197-90.2% | $14,480-97.8% |