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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 | $20,375 | $50,919-60.0% | $155,556-86.9% | $77,762-73.8% |
| Participation rate | 51.9% | 63.1%-11.2pp | 78.2%-26.4pp | 70.6%-18.7pp |
| Annual return | 22.99% | 34.84%-11.8pp | 64.84%-41.8pp | 31.27%-8.3pp |
| Employer contribution / active EE | $228 | $1,991-88.5% | $4,675-95.1% | $2,728-91.6% |
| Participant deferral / active EE | $2,201 | $2,824-22.1% | $5,631-60.9% | $4,651-52.7% |
| Admin fee / account holder | $1,106 | $437+153.3% | $15,885-93.0% | $433+155.6% |