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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 | $28,392 | $60,349-53.0% | $74,184-61.7% | $62,881-54.8% |
| Participation rate | 51.9% | 72.7%-20.9pp | 76.6%-24.8pp | 69.3%-17.5pp |
| Annual return | 6.28% | 21.38%-15.1pp | 17.74%-11.5pp | 20.14%-13.9pp |
| Employer contribution / active EE | $215 | $1,680-87.2% | $2,370-90.9% | $2,281-90.6% |
| Participant deferral / active EE | $1,645 | $2,856-42.4% | $3,550-53.7% | $3,203-48.6% |
| Admin fee / account holder | $1,304 | $4,261-69.4% | $5,586-76.6% | $4,296-69.6% |