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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 | $15,933 | $110,410-85.6% | $102,437-84.4% | $145,897-89.1% |
| Participation rate | 57.1% | 77.9%-20.8pp | 74.5%-17.4pp | 80.3%-23.2pp |
| Annual return | 28.57% | 24.85%+3.7pp | 24.95%+3.6pp | 552.29%-523.7pp |
| Employer contribution / active EE | $678 | $4,217-83.9% | $3,871-82.5% | $4,663-85.5% |
| Participant deferral / active EE | $5,151 | $5,622-8.4% | $5,060+1.8% | $6,689-23.0% |
| Admin fee / account holder | $329 | $9,745-96.6% | $8,388-96.1% | $13,390-97.5% |