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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 | $22,591 | $55,902-59.6% | $76,030-70.3% | $80,959-72.1% |
| Participation rate | 32.0% | 62.1%-30.1pp | 69.1%-37.1pp | 67.7%-35.7pp |
| Annual return | 13.02% | 20.59%-7.6pp | 361.54%-348.5pp | 35.67%-22.7pp |
| Employer contribution / active EE | $275 | $1,867-85.3% | $2,688-89.8% | $2,757-90.0% |
| Participant deferral / active EE | $1,541 | $3,051-49.5% | $4,257-63.8% | $4,300-64.2% |
| Admin fee / account holder | $2,289 | $5,239-56.3% | $6,421-64.3% | $6,925-66.9% |