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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 | $27,074 | $51,638-47.6% | $129,406-79.1% | $80,959-66.6% |
| Participation rate | 39.3% | 56.9%-17.6pp | 69.6%-30.4pp | 67.7%-28.4pp |
| Annual return | 12.27% | 20.78%-8.5pp | 9468.18%-9455.9pp | 35.67%-23.4pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,155-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,980 | $2,670+49.1% | $4,167-4.5% | $4,300-7.4% |
| Admin fee / account holder | $785 | $4,313-81.8% | $7,689-89.8% | $6,925-88.7% |