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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 | $20,824 | $59,440-65.0% | $78,004-73.3% | $82,637-74.8% |
| Participation rate | 34.0% | 62.8%-28.9pp | 69.4%-35.5pp | 68.1%-34.1pp |
| Annual return | 15.84% | 40.24%-24.4pp | 31.07%-15.2pp | 53.51%-37.7pp |
| Employer contribution / active EE | $0 | $1,750-100.0% | $2,469-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,885 | $3,138-39.9% | $4,092-53.9% | $4,126-54.3% |
| Admin fee / account holder | $612 | $5,504-88.9% | $7,578-91.9% | $7,339-91.7% |