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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 | $29,025 | $51,638-43.8% | $129,406-77.6% | $80,959-64.1% |
| Participation rate | 30.7% | 56.9%-26.2pp | 69.6%-39.0pp | 67.7%-37.0pp |
| Annual return | 15.44% | 20.78%-5.3pp | 9468.18%-9452.7pp | 35.67%-20.2pp |
| Employer contribution / active EE | $145 | $1,584-90.9% | $4,155-96.5% | $2,757-94.8% |
| Participant deferral / active EE | $1,228 | $2,670-54.0% | $4,167-70.5% | $4,300-71.5% |
| Admin fee / account holder | $2,217 | $4,313-48.6% | $7,689-71.2% | $6,925-68.0% |