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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 | $29,338 | $55,458-47.1% | $76,030-61.4% | $77,762-62.3% |
| Participation rate | 25.9% | 63.6%-37.7pp | 69.1%-43.2pp | 70.6%-44.7pp |
| Annual return | 13.02% | 17.10%-4.1pp | 361.54%-348.5pp | 31.27%-18.2pp |
| Employer contribution / active EE | $373 | $1,792-79.2% | $2,688-86.1% | $2,728-86.3% |
| Participant deferral / active EE | $1,393 | $3,454-59.7% | $4,257-67.3% | $4,651-70.1% |
| Admin fee / account holder | $1,401 | $411+240.9% | $6,421-78.2% | $433+223.5% |