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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 | $21,829 | $81,331-73.2% | $155,534-86.0% | $80,935-73.0% |
| Participation rate | 22.7% | 66.3%-43.5pp | 78.2%-55.5pp | 67.7%-44.9pp |
| Annual return | 19.81% | 33.37%-13.6pp | 64.92%-45.1pp | 35.66%-15.8pp |
| Employer contribution / active EE | $230 | $3,105-92.6% | $4,675-95.1% | $2,757-91.7% |
| Participant deferral / active EE | $1,689 | $3,454-51.1% | $5,630-70.0% | $4,299-60.7% |
| Admin fee / account holder | $577 | $7,999-92.8% | $15,900-96.4% | $6,924-91.7% |