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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 | $27,308 | $81,487-66.5% | $102,412-73.3% | $80,935-66.3% |
| Participation rate | 28.1% | 66.8%-38.7pp | 74.5%-46.4pp | 67.7%-39.5pp |
| Annual return | 21.94% | 25.60%-3.7pp | 24.94%-3.0pp | 35.66%-13.7pp |
| Employer contribution / active EE | $495 | $3,103-84.0% | $3,870-87.2% | $2,757-82.0% |
| Participant deferral / active EE | $2,583 | $3,871-33.3% | $5,060-49.0% | $4,299-39.9% |
| Admin fee / account holder | $1,673 | $6,717-75.1% | $8,388-80.1% | $6,924-75.8% |