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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 | $27,319 | $49,255-44.5% | $70,494-61.2% | $79,856-65.8% |
| Participation rate | 23.1% | 69.2%-46.1pp | 75.1%-52.0pp | 69.6%-46.6pp |
| Annual return | 12.85% | 30.10%-17.3pp | 109.16%-96.3pp | 31.71%-18.9pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,362 | $2,768-14.7% | $3,711-36.3% | $3,741-36.8% |
| Admin fee / account holder | $532 | $2,879-81.5% | $3,848-86.2% | $5,306-90.0% |