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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 | $14,059 | $77,707-81.9% | $70,160-80.0% | $139,487-89.9% |
| Participation rate | 41.7% | 83.1%-41.5pp | 78.8%-37.2pp | 80.3%-38.7pp |
| Annual return | 16.73% | 19.30%-2.6pp | 19.08%-2.3pp | 373.84%-357.1pp |
| Employer contribution / active EE | $417 | $4,986-91.6% | $4,285-90.3% | $4,755-91.2% |
| Participant deferral / active EE | $3,194 | $6,443-50.4% | $5,394-40.8% | $6,713-52.4% |
| Admin fee / account holder | $7,757 | $5,397+43.7% | $4,582+69.3% | $11,407-32.0% |