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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 | $15,226 | $97,765-84.4% | $103,486-85.3% | $145,884-89.6% |
| Participation rate | 50.0% | 81.1%-31.1pp | 80.5%-30.5pp | 80.3%-30.3pp |
| Annual return | 17.83% | 25.44%-7.6pp | 23.93%-6.1pp | 551.85%-534.0pp |
| Employer contribution / active EE | $1,049 | $4,687-77.6% | $4,679-77.6% | $4,662-77.5% |
| Participant deferral / active EE | $2,515 | $6,606-61.9% | $6,628-62.1% | $6,690-62.4% |
| Admin fee / account holder | $481 | $12,505-96.2% | $9,354-94.9% | $13,392-96.4% |