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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 | $33,356 | $96,289-65.4% | $213,469-84.4% | $87,485-61.9% |
| Participation rate | 46.4% | 69.6%-23.1pp | 77.1%-30.7pp | 68.9%-22.5pp |
| Annual return | 17.80% | 17.78%0pp | 20.58%-2.8pp | 26.06%-8.3pp |
| Employer contribution / active EE | $0 | $3,035-100.0% | $4,994-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,142 | $4,750-12.8% | $6,841-39.5% | $4,274-3.1% |
| Admin fee / account holder | $3,543 | $9,670-63.4% | $27,141-86.9% | $7,775-54.4% |