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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 | $39,523 | $29,733+32.9% | $56,025-29.5% | $80,959-51.2% |
| Participation rate | 22.6% | 41.7%-19.1pp | 52.5%-29.9pp | 67.7%-45.0pp |
| Annual return | 15.77% | 35.28%-19.5pp | 1712.69%-1696.9pp | 35.67%-19.9pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,250 | $1,229+1.6% | $1,955-36.1% | $4,300-70.9% |
| Admin fee / account holder | $1,728 | $2,434-29.0% | $2,828-38.9% | $6,925-75.0% |