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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 | $18,021 | $57,119-68.5% | $85,187-78.8% | $80,935-77.7% |
| Participation rate | 21.2% | 56.4%-35.2pp | 67.5%-46.3pp | 67.7%-46.4pp |
| Annual return | 18.12% | 21.70%-3.6pp | 66.67%-48.5pp | 35.66%-17.5pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,732-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,678 | $3,115-14.0% | $4,525-40.8% | $4,299-37.7% |
| Admin fee / account holder | $1,380 | $4,990-72.3% | $6,162-77.6% | $6,924-80.1% |