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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 | $18,747 | $77,920-75.9% | $149,723-87.5% | $75,177-75.1% |
| Participation rate | 41.4% | 65.6%-24.2pp | 78.8%-37.4pp | 67.2%-25.8pp |
| Annual return | 21.42% | 31.72%-10.3pp | 134.50%-113.1pp | 160.75%-139.3pp |
| Employer contribution / active EE | $287 | $3,138-90.9% | $4,821-94.0% | $2,671-89.3% |
| Participant deferral / active EE | $2,802 | $3,411-17.9% | $5,682-50.7% | $4,126-32.1% |
| Admin fee / account holder | $1,321 | $5,951-77.8% | $13,215-90.0% | $5,651-76.6% |