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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 | $15,814 | $58,057-72.8% | $97,032-83.7% | $86,983-81.8% |
| Participation rate | 21.9% | 60.4%-38.5pp | 71.6%-49.7pp | 69.5%-47.7pp |
| Annual return | 18.18% | 22.26%-4.1pp | 35.38%-17.2pp | 25.83%-7.7pp |
| Employer contribution / active EE | $0 | $1,663-100.0% | $2,629-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $936 | $3,244-71.2% | $4,672-80.0% | $4,194-77.7% |
| Admin fee / account holder | $2,053 | $4,839-57.6% | $9,418-78.2% | $7,856-73.9% |