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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 | $29,779 | $48,300-38.3% | $40,145,923-99.9% | $62,881-52.6% |
| Participation rate | 50.8% | 62.0%-11.3pp | 68.4%-17.6pp | 69.3%-18.5pp |
| Annual return | 5.56% | 6.95%-1.4pp | 5.24%+0.3pp | 20.14%-14.6pp |
| Employer contribution / active EE | $0 | $1,333-100.0% | $1,844-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,046 | $2,388-56.2% | $2,591-59.6% | $3,203-67.3% |
| Admin fee / account holder | $1,153 | $2,919-60.5% | $2,903-60.3% | $4,296-73.2% |