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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 | $25,083 | $81,276-69.1% | $155,574-83.9% | $80,925-69.0% |
| Participation rate | 23.4% | 66.2%-42.8pp | 78.2%-54.8pp | 67.7%-44.3pp |
| Annual return | 15.98% | 33.36%-17.4pp | 64.87%-48.9pp | 35.65%-19.7pp |
| Employer contribution / active EE | $380 | $3,103-87.8% | $4,676-91.9% | $2,756-86.2% |
| Participant deferral / active EE | $1,142 | $3,453-66.9% | $5,629-79.7% | $4,299-73.4% |
| Admin fee / account holder | $1,023 | $7,993-87.2% | $15,914-93.6% | $6,940-85.3% |