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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 | $23,190 | $81,233-71.5% | $155,567-85.1% | $80,874-71.3% |
| Participation rate | 51.7% | 66.2%-14.5pp | 78.2%-26.5pp | 67.6%-15.9pp |
| Annual return | 14.43% | 33.33%-18.9pp | 64.74%-50.3pp | 35.62%-21.2pp |
| Employer contribution / active EE | $22 | $3,101-99.3% | $4,674-99.5% | $2,756-99.2% |
| Participant deferral / active EE | $2,504 | $3,452-27.5% | $5,628-55.5% | $4,297-41.7% |
| Admin fee / account holder | $705 | $7,998-91.2% | $15,916-95.6% | $6,935-89.8% |