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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 | $26,376 | $61,816-57.3% | $97,260-72.9% | $80,935-67.4% |
| Participation rate | 15.3% | 63.5%-48.2pp | 72.7%-57.4pp | 67.7%-52.4pp |
| Annual return | 17.92% | -558.73%+576.7pp | 75.54%-57.6pp | 35.66%-17.7pp |
| Employer contribution / active EE | $359 | $1,836-80.4% | $2,721-86.8% | $2,757-87.0% |
| Participant deferral / active EE | $1,389 | $3,027-54.1% | $4,262-67.4% | $4,299-67.7% |
| Admin fee / account holder | $2,097 | $5,166-59.4% | $5,640-62.8% | $6,924-69.7% |