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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 | $40,659 | $89,259-54.4% | $107,187-62.1% | $82,637-50.8% |
| Participation rate | 38.6% | 67.9%-29.4pp | 75.0%-36.4pp | 68.1%-29.5pp |
| Annual return | 24.10% | 21.02%+3.1pp | 204.55%-180.4pp | 53.51%-29.4pp |
| Employer contribution / active EE | $564 | $3,080-81.7% | $3,782-85.1% | $2,552-77.9% |
| Participant deferral / active EE | $2,042 | $4,037-49.4% | $5,096-59.9% | $4,126-50.5% |
| Admin fee / account holder | $3,453 | $7,381-53.2% | $9,162-62.3% | $7,339-52.9% |