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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 | $17,424 | $81,358-78.6% | $155,556-88.8% | $80,959-78.5% |
| Participation rate | 68.2% | 66.3%+1.9pp | 78.2%-10.0pp | 67.7%+0.5pp |
| Annual return | 13.20% | 33.39%-20.2pp | 64.84%-51.6pp | 35.67%-22.5pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,449 | $3,455-58.1% | $5,631-74.3% | $4,300-66.3% |
| Admin fee / account holder | $2,503 | $7,994-68.7% | $15,885-84.2% | $6,925-63.9% |