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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 | $42,361 | $95,383-55.6% | $185,837-77.2% | $85,856-50.7% |
| Participation rate | 41.0% | 68.8%-27.7pp | 81.7%-40.7pp | 69.3%-28.3pp |
| Annual return | 16.80% | 23.59%-6.8pp | 122.08%-105.3pp | 318.58%-301.8pp |
| Employer contribution / active EE | $200 | $3,313-94.0% | $5,168-96.1% | $2,565-92.2% |
| Participant deferral / active EE | $2,070 | $3,423-39.5% | $5,568-62.8% | $3,952-47.6% |
| Admin fee / account holder | $6,344 | $7,213-12.0% | $16,241-60.9% | $6,261+1.3% |