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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 | $23,484 | $81,504-71.2% | $102,437-77.1% | $80,959-71.0% |
| Participation rate | 16.1% | 66.9%-50.8pp | 74.5%-58.4pp | 67.7%-51.6pp |
| Annual return | 17.91% | 25.60%-7.7pp | 24.95%-7.0pp | 35.67%-17.8pp |
| Employer contribution / active EE | $647 | $3,104-79.2% | $3,871-83.3% | $2,757-76.5% |
| Participant deferral / active EE | $1,780 | $3,871-54.0% | $5,060-64.8% | $4,300-58.6% |
| Admin fee / account holder | $2,288 | $6,719-65.9% | $8,388-72.7% | $6,925-67.0% |