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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 | $19,624 | $47,848-59.0% | $81,473-75.9% | $70,126-72.0% |
| Participation rate | 63.0% | 58.3%+4.7pp | 68.0%-5.0pp | 69.5%-6.6pp |
| Annual return | 18.48% | 27.25%-8.8pp | 38.78%-20.3pp | 73.15%-54.7pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,446 | $2,453-0.3% | $3,537-30.8% | $3,332-26.6% |
| Admin fee / account holder | $1,256 | $3,145-60.1% | $4,561-72.5% | $4,645-73.0% |