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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 | $18,060 | $81,331-77.8% | $155,534-88.4% | $80,935-77.7% |
| Participation rate | 31.0% | 66.3%-35.2pp | 78.2%-47.2pp | 67.7%-36.6pp |
| Annual return | 16.51% | 33.37%-16.9pp | 64.92%-48.4pp | 35.66%-19.2pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,836 | $3,454-46.9% | $5,630-67.4% | $4,299-57.3% |
| Admin fee / account holder | $702 | $7,999-91.2% | $15,900-95.6% | $6,924-89.9% |