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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 | $28,605 | $58,828-51.4% | $78,002-63.3% | $62,881-54.5% |
| Participation rate | 42.9% | 71.1%-28.2pp | 75.5%-32.7pp | 69.3%-26.4pp |
| Annual return | 5.95% | 17.16%-11.2pp | 425.99%-420.0pp | 20.14%-14.2pp |
| Employer contribution / active EE | $226 | $1,672-86.5% | $2,470-90.8% | $2,281-90.1% |
| Participant deferral / active EE | $2,696 | $2,686+0.4% | $3,497-22.9% | $3,203-15.8% |
| Admin fee / account holder | $986 | $4,393-77.6% | $5,481-82.0% | $4,296-77.1% |