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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 | $17,169 | $78,013-78.0% | $178,449-90.4% | $80,911-78.8% |
| Participation rate | 25.7% | 65.7%-40.0pp | 77.1%-51.4pp | 67.6%-41.9pp |
| Annual return | 18.27% | 18.07%+0.2pp | 27.09%-8.8pp | 35.63%-17.4pp |
| Employer contribution / active EE | $324 | $2,287-85.8% | $3,951-91.8% | $2,756-88.3% |
| Participant deferral / active EE | $1,424 | $4,408-67.7% | $6,277-77.3% | $4,297-66.9% |
| Admin fee / account holder | $613 | $7,166-91.4% | $10,362-94.1% | $6,935-91.2% |