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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 | $24,788 | $58,493-57.6% | $84,021-70.5% | $72,975-66.0% |
| Participation rate | 53.3% | 61.2%-7.9pp | 69.0%-15.7pp | 69.5%-16.2pp |
| Annual return | 22.08% | 28.93%-6.8pp | 71.32%-49.2pp | 81.01%-58.9pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,378 | $2,394+41.1% | $3,239+4.3% | $3,608-6.4% |
| Admin fee / account holder | $8,063 | $4,569+76.5% | $6,102+32.1% | $5,124+57.4% |