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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 | $24,797 | $59,440-58.3% | $78,004-68.2% | $82,637-70.0% |
| Participation rate | 46.4% | 62.8%-16.4pp | 69.4%-23.0pp | 68.1%-21.6pp |
| Annual return | 15.58% | 40.24%-24.7pp | 31.07%-15.5pp | 53.51%-37.9pp |
| Employer contribution / active EE | $0 | $1,750-100.0% | $2,469-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,190 | $3,138-62.1% | $4,092-70.9% | $4,126-71.2% |
| Admin fee / account holder | $964 | $5,504-82.5% | $7,578-87.3% | $7,339-86.9% |