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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 | $76,407-65.8% | $150,298-82.6% | $82,448-68.3% |
| Participation rate | 39.3% | 66.4%-27.1pp | 77.8%-38.5pp | 68.1%-28.8pp |
| Annual return | 17.83% | 39.99%-22.2pp | 62.79%-45.0pp | 41.64%-23.8pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,274 | $3,214-60.4% | $5,453-76.6% | $4,139-69.2% |
| Admin fee / account holder | $1,544 | $6,352-75.7% | $14,116-89.1% | $7,234-78.7% |