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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 | $24,715 | $57,119-56.7% | $85,187-71.0% | $80,935-69.5% |
| Participation rate | 25.6% | 56.4%-30.8pp | 67.5%-41.9pp | 67.7%-42.0pp |
| Annual return | 14.98% | 21.70%-6.7pp | 66.67%-51.7pp | 35.66%-20.7pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,732-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,588 | $3,115-16.9% | $4,525-42.8% | $4,299-39.8% |
| Admin fee / account holder | $6,009 | $4,990+20.4% | $6,162-2.5% | $6,924-13.2% |