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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 | $25,478 | $74,535-65.8% | $100,712-74.7% | $82,637-69.2% |
| Participation rate | 42.9% | 61.2%-18.3pp | 69.3%-26.4pp | 68.1%-25.2pp |
| Annual return | 13.87% | 18.92%-5.1pp | 33.27%-19.4pp | 53.51%-39.6pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,553 | $3,074+15.6% | $4,085-13.0% | $4,126-13.9% |
| Admin fee / account holder | $763 | $6,576-88.4% | $9,256-91.8% | $7,339-89.6% |