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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 | $14,009 | $57,119-75.5% | $85,187-83.6% | $80,935-82.7% |
| Participation rate | 32.7% | 56.4%-23.7pp | 67.5%-34.8pp | 67.7%-35.0pp |
| Annual return | 12.27% | 21.70%-9.4pp | 66.67%-54.4pp | 35.66%-23.4pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,732-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,321 | $3,115-57.6% | $4,525-70.8% | $4,299-69.3% |
| Admin fee / account holder | $2,616 | $4,990-47.6% | $6,162-57.5% | $6,924-62.2% |