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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 | $63,466 | $232,540-72.7% | $185,117-65.7% | $147,586-57.0% |
| Participation rate | 65.0% | 82.4%-17.4pp | 77.3%-12.3pp | 82.8%-17.8pp |
| Annual return | 16.33% | 43.03%-26.7pp | 40.50%-24.2pp | 578.59%-562.3pp |
| Employer contribution / active EE | $245 | $5,195-95.3% | $4,182-94.1% | $4,876-95.0% |
| Participant deferral / active EE | $2,365 | $5,834-59.5% | $5,045-53.1% | $5,439-56.5% |
| Admin fee / account holder | $3,582 | $10,275-65.1% | $8,159-56.1% | $10,886-67.1% |