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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 | $26,665 | $88,672-69.9% | $105,223-74.7% | $82,448-67.7% |
| Participation rate | 50.7% | 67.9%-17.2pp | 75.0%-24.3pp | 68.1%-17.4pp |
| Annual return | 13.84% | 30.86%-17.0pp | 180.65%-166.8pp | 41.64%-27.8pp |
| Employer contribution / active EE | $514 | $3,048-83.1% | $3,689-86.1% | $2,551-79.9% |
| Participant deferral / active EE | $3,263 | $4,036-19.1% | $5,072-35.7% | $4,139-21.2% |
| Admin fee / account holder | $4,227 | $7,146-40.9% | $8,859-52.3% | $7,234-41.6% |