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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 | $19,207 | $45,343-57.6% | $150,298-87.2% | $67,986-71.7% |
| Participation rate | 16.6% | 51.9%-35.3pp | 77.8%-61.2pp | 57.2%-40.6pp |
| Annual return | 17.92% | 33.28%-15.4pp | 62.79%-44.9pp | 31.67%-13.7pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $609 | $2,055-70.4% | $5,453-88.8% | $3,358-81.9% |
| Admin fee / account holder | $304 | $2,250-86.5% | $14,116-97.8% | $3,203-90.5% |