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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 | $35,413 | $46,732-24.2% | $156,551-77.4% | $55,167-35.8% |
| Participation rate | 20.1% | 65.8%-45.7pp | 84.0%-63.9pp | 69.0%-48.8pp |
| Annual return | 5.47% | 17.72%-12.3pp | 32.23%-26.8pp | 169.23%-163.8pp |
| Employer contribution / active EE | $108 | $2,105-94.9% | $5,501-98.0% | $1,963-94.5% |
| Participant deferral / active EE | $693 | $2,204-68.6% | $4,871-85.8% | $3,054-77.3% |
| Admin fee / account holder | $2,762 | $418+560.1% | $13,028-78.8% | $504+448.1% |