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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 | $40,625 | $83,045-51.1% | $130,045-68.8% | $71,511-43.2% |
| Participation rate | 61.3% | 74.1%-12.9pp | 78.5%-17.2pp | 67.9%-6.7pp |
| Annual return | 18.71% | 20.61%-1.9pp | -137.30%+156.0pp | 28.86%-10.1pp |
| Employer contribution / active EE | $298 | $2,623-88.6% | $4,321-93.1% | $2,589-88.5% |
| Participant deferral / active EE | $4,129 | $4,436-6.9% | $5,820-29.1% | $4,291-3.8% |
| Admin fee / account holder | $920 | $1,727-46.7% | $10,600-91.3% | $1,588-42.1% |