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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 | $90,626 | $176,786-48.7% | $146,643-38.2% | $167,536-45.9% |
| Participation rate | 50.0% | 83.6%-33.6pp | 80.1%-30.1pp | 82.1%-32.1pp |
| Annual return | 14.42% | 24.04%-9.6pp | 22.75%-8.3pp | 478.82%-464.4pp |
| Employer contribution / active EE | $402 | $5,161-92.2% | $4,137-90.3% | $4,839-91.7% |
| Participant deferral / active EE | $2,181 | $6,440-66.1% | $5,506-60.4% | $6,342-65.6% |
| Admin fee / account holder | $631 | $13,262-95.2% | $10,280-93.9% | $12,315-94.9% |