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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 | $202,500 | $60,442+235.0% | $96,754+109.3% | $87,485+131.5% |
| Participation rate | 10.6% | 58.7%-48.1pp | 70.3%-59.7pp | 68.9%-58.3pp |
| Annual return | 13.87% | 21.97%-8.1pp | 82.04%-68.2pp | 26.06%-12.2pp |
| Employer contribution / active EE | $175 | $1,691-89.6% | $2,679-93.5% | $2,596-93.2% |
| Participant deferral / active EE | $900 | $3,280-72.6% | $4,758-81.1% | $4,274-78.9% |
| Admin fee / account holder | $904 | $5,069-82.2% | $8,905-89.8% | $7,775-88.4% |