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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 | $25,684 | $76,551-66.4% | $123,894-79.3% | $62,881-59.2% |
| Participation rate | 60.8% | 73.0%-12.2pp | 81.4%-20.6pp | 69.3%-8.5pp |
| Annual return | 10.11% | 18.68%-8.6pp | 47.52%-37.4pp | 20.14%-10.0pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $8,308 | $4,840+71.7% | $5,984+38.8% | $3,203+159.4% |
| Admin fee / account holder | $3,426 | $4,826-29.0% | $8,357-59.0% | $4,296-20.2% |