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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 | $17,073 | $45,343-62.3% | $150,298-88.6% | $67,986-74.9% |
| Participation rate | 61.2% | 51.9%+9.3pp | 77.8%-16.6pp | 57.2%+4.0pp |
| Annual return | 16.23% | 33.28%-17.0pp | 62.79%-46.6pp | 31.67%-15.4pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,761 | $2,055-14.3% | $5,453-67.7% | $3,358-47.6% |
| Admin fee / account holder | $1,544 | $2,250-31.4% | $14,116-89.1% | $3,203-51.8% |