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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 | $23,388 | $71,230-67.2% | $93,727-75.0% | $80,959-71.1% |
| Participation rate | 46.2% | 60.4%-14.2pp | 68.7%-22.6pp | 67.7%-21.5pp |
| Annual return | 15.78% | 11.26%+4.5pp | 133.83%-118.1pp | 35.67%-19.9pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,502 | $4,037-38.0% | $4,417-43.4% | $4,300-41.8% |
| Admin fee / account holder | $562 | $6,961-91.9% | $8,292-93.2% | $6,925-91.9% |