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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 | $24,417 | $106,749-77.1% | $145,433-83.2% | $82,448-70.4% |
| Participation rate | 42.1% | 75.6%-33.5pp | 82.1%-40.0pp | 68.1%-26.0pp |
| Annual return | 21.42% | 27.59%-6.2pp | 66.58%-45.2pp | 41.64%-20.2pp |
| Employer contribution / active EE | $453 | $3,444-86.8% | $4,554-90.0% | $2,551-82.2% |
| Participant deferral / active EE | $2,541 | $6,519-61.0% | $7,897-67.8% | $4,139-38.6% |
| Admin fee / account holder | $1,271 | $8,390-84.8% | $13,129-90.3% | $7,234-82.4% |