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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 | $43,199 | $64,920-33.5% | $103,693-58.3% | $86,983-50.3% |
| Participation rate | 40.0% | 63.6%-23.6pp | 72.6%-32.6pp | 69.5%-29.5pp |
| Annual return | 17.61% | 30.29%-12.7pp | 47.61%-30.0pp | 25.83%-8.2pp |
| Employer contribution / active EE | $0 | $2,141-100.0% | $2,920-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,607 | $3,241-50.4% | $4,579-64.9% | $4,194-61.7% |
| Admin fee / account holder | $717 | $6,191-88.4% | $7,858-90.9% | $7,856-90.9% |