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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 | $22,712 | $58,726-61.3% | $92,240-75.4% | $62,293-63.5% |
| Participation rate | 41.1% | 68.3%-27.3pp | 76.5%-35.4pp | 69.5%-28.4pp |
| Annual return | 14.78% | 43.62%-28.8pp | 176.29%-161.5pp | 28.90%-14.1pp |
| Employer contribution / active EE | $310 | $2,392-87.0% | $3,680-91.6% | $2,042-84.8% |
| Participant deferral / active EE | $1,589 | $2,766-42.5% | $3,897-59.2% | $3,169-49.9% |
| Admin fee / account holder | $1,030 | $556+85.0% | $5,194-80.2% | $479+114.8% |