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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 | $16,495 | $81,331-79.7% | $155,534-89.4% | $80,935-79.6% |
| Participation rate | 47.3% | 66.3%-19.0pp | 78.2%-30.9pp | 67.7%-20.4pp |
| Annual return | 16.31% | 33.37%-17.1pp | 64.92%-48.6pp | 35.66%-19.4pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,145 | $3,454-66.9% | $5,630-79.7% | $4,299-73.4% |
| Admin fee / account holder | $3,999 | $7,999-50.0% | $15,900-74.8% | $6,924-42.2% |