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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 | $27,787 | $91,198-69.5% | $178,503-84.4% | $79,856-65.2% |
| Participation rate | 67.7% | 69.2%-1.5pp | 81.9%-14.2pp | 69.6%-1.9pp |
| Annual return | 14.83% | 24.20%-9.4pp | 151.12%-136.3pp | 31.71%-16.9pp |
| Employer contribution / active EE | $37 | $3,257-98.9% | $5,011-99.3% | $2,471-98.5% |
| Participant deferral / active EE | $2,564 | $3,237-20.8% | $5,202-50.7% | $3,741-31.5% |
| Admin fee / account holder | $3,504 | $6,748-48.1% | $13,987-75.0% | $5,306-34.0% |