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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 | $26,108 | $86,050-69.7% | $189,758-86.2% | $94,015-72.2% |
| Participation rate | 39.3% | 68.9%-29.6pp | 79.8%-40.5pp | 70.8%-31.5pp |
| Annual return | 17.83% | 17.77%+0.1pp | 52.62%-34.8pp | 17.84%0pp |
| Employer contribution / active EE | $0 | $2,819-100.0% | $4,767-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,274 | $3,349-62.0% | $5,856-78.2% | $4,249-70.0% |
| Admin fee / account holder | $1,544 | $6,627-76.7% | $20,388-92.4% | $8,951-82.8% |