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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 | $63,117 | $58,627+7.7% | $76,735-17.7% | $82,448-23.4% |
| Participation rate | 20.0% | 63.2%-43.2pp | 69.5%-49.5pp | 68.1%-48.1pp |
| Annual return | 14.84% | 39.10%-24.3pp | 29.77%-14.9pp | 41.64%-26.8pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,377 | $3,134-56.1% | $4,088-66.3% | $4,139-66.7% |
| Admin fee / account holder | $685 | $5,323-87.1% | $7,189-90.5% | $7,234-90.5% |