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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 | $20,764 | $61,356-66.2% | $149,696-86.1% | $71,511-71.0% |
| Participation rate | 26.4% | 62.5%-36.1pp | 78.8%-52.4pp | 67.9%-41.5pp |
| Annual return | 24.54% | 35.86%-11.3pp | 134.46%-109.9pp | 28.86%-4.3pp |
| Employer contribution / active EE | $0 | $2,382-100.0% | $4,821-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $2,618 | $2,920-10.3% | $5,682-53.9% | $4,291-39.0% |
| Admin fee / account holder | $3,464 | $1,263+174.2% | $13,212-73.8% | $1,588+118.1% |