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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 | $58,548 | $102,422-42.8% | $147,117-60.2% | $80,959-27.7% |
| Participation rate | 60.0% | 75.9%-15.9pp | 82.2%-22.2pp | 67.7%-7.7pp |
| Annual return | 16.36% | 135.16%-118.8pp | 420.54%-404.2pp | 35.67%-19.3pp |
| Employer contribution / active EE | $691 | $3,717-81.4% | $4,932-86.0% | $2,757-74.9% |
| Participant deferral / active EE | $3,191 | $6,652-52.0% | $8,065-60.4% | $4,300-25.8% |
| Admin fee / account holder | $7,120 | $7,953-10.5% | $12,993-45.2% | $6,925+2.8% |