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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 | $14,391 | $114,119-87.4% | $107,187-86.6% | $138,895-89.6% |
| Participation rate | 47.8% | 78.1%-30.2pp | 75.0%-27.2pp | 79.9%-32.1pp |
| Annual return | 12.62% | 273.21%-260.6pp | 204.55%-191.9pp | 145.39%-132.8pp |
| Employer contribution / active EE | $754 | $4,059-81.4% | $3,782-80.1% | $4,194-82.0% |
| Participant deferral / active EE | $3,105 | $5,538-43.9% | $5,096-39.1% | $6,396-51.5% |
| Admin fee / account holder | $2,308 | $10,024-77.0% | $9,162-74.8% | $12,562-81.6% |