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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 | $13,954 | $46,596-70.1% | $64,099-78.2% | $75,181-81.4% |
| Participation rate | 29.7% | 65.9%-36.3pp | 72.3%-42.6pp | 67.2%-37.5pp |
| Annual return | 16.68% | 26.04%-9.4pp | 33.70%-17.0pp | 160.69%-144.0pp |
| Employer contribution / active EE | $367 | $1,975-81.4% | $2,748-86.6% | $2,671-86.3% |
| Participant deferral / active EE | $1,215 | $2,837-57.2% | $3,881-68.7% | $4,126-70.5% |
| Admin fee / account holder | $1,784 | $2,954-39.6% | $3,070-41.9% | $5,650-68.4% |