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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 | $13,343 | $76,407-82.5% | $150,298-91.1% | $82,448-83.8% |
| Participation rate | 18.7% | 66.4%-47.7pp | 77.8%-59.1pp | 68.1%-49.4pp |
| Annual return | 21.38% | 39.99%-18.6pp | 62.79%-41.4pp | 41.64%-20.3pp |
| Employer contribution / active EE | $225 | $2,614-91.4% | $4,154-94.6% | $2,551-91.2% |
| Participant deferral / active EE | $927 | $3,214-71.1% | $5,453-83.0% | $4,139-77.6% |
| Admin fee / account holder | $410 | $6,352-93.6% | $14,116-97.1% | $7,234-94.3% |