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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 | $28,208 | $81,504-65.4% | $102,437-72.5% | $80,959-65.2% |
| Participation rate | 18.8% | 66.9%-48.1pp | 74.5%-55.8pp | 67.7%-48.9pp |
| Annual return | 14.39% | 25.60%-11.2pp | 24.95%-10.6pp | 35.67%-21.3pp |
| Employer contribution / active EE | $696 | $3,104-77.6% | $3,871-82.0% | $2,757-74.7% |
| Participant deferral / active EE | $2,250 | $3,871-41.9% | $5,060-55.5% | $4,300-47.7% |
| Admin fee / account holder | $4,315 | $6,719-35.8% | $8,388-48.6% | $6,925-37.7% |