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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 | $70,091 | $116,434-39.8% | $65,583+6.9% | $139,487-49.8% |
| Participation rate | 40.9% | 67.9%-27.0pp | 65.0%-24.1pp | 80.3%-39.4pp |
| Annual return | 17.57% | 31.34%-13.8pp | 47.46%-29.9pp | 373.84%-356.3pp |
| Employer contribution / active EE | $81 | $2,602-96.9% | $1,692-95.2% | $4,755-98.3% |
| Participant deferral / active EE | $1,560 | $4,245-63.2% | $2,833-44.9% | $6,713-76.8% |
| Admin fee / account holder | $835 | $6,696-87.5% | $4,112-79.7% | $11,407-92.7% |