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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 | $27,389 | $88,672-69.1% | $105,223-74.0% | $82,448-66.8% |
| Participation rate | 37.7% | 67.9%-30.3pp | 75.0%-37.4pp | 68.1%-30.4pp |
| Annual return | 15.31% | 30.86%-15.5pp | 180.65%-165.3pp | 41.64%-26.3pp |
| Employer contribution / active EE | $204 | $3,048-93.3% | $3,689-94.5% | $2,551-92.0% |
| Participant deferral / active EE | $1,885 | $4,036-53.3% | $5,072-62.8% | $4,139-54.5% |
| Admin fee / account holder | $1,392 | $7,146-80.5% | $8,859-84.3% | $7,234-80.8% |