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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 | $18,732 | $55,453-66.2% | $170,435-89.0% | $62,293-69.9% |
| Participation rate | 50.5% | 66.4%-15.9pp | 83.6%-33.1pp | 69.5%-19.0pp |
| Annual return | 24.72% | 21.38%+3.3pp | 205.94%-181.2pp | 28.90%-4.2pp |
| Employer contribution / active EE | $177 | $2,164-91.8% | $5,432-96.7% | $2,042-91.3% |
| Participant deferral / active EE | $1,373 | $2,303-40.4% | $4,939-72.2% | $3,169-56.7% |
| Admin fee / account holder | $768 | $455+68.7% | $13,881-94.5% | $479+60.1% |