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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 | $23,559 | $50,554-53.4% | $67,681-65.2% | $87,485-73.1% |
| Participation rate | 43.5% | 67.7%-24.2pp | 73.7%-30.2pp | 68.9%-25.4pp |
| Annual return | 20.52% | 17.81%+2.7pp | 590.58%-570.1pp | 26.06%-5.5pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,040 | $2,961-31.1% | $3,976-48.7% | $4,274-52.3% |
| Admin fee / account holder | $541 | $4,132-86.9% | $6,100-91.1% | $7,775-93.0% |