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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 | $33,810 | $56,134-39.8% | $96,171-64.8% | $85,847-60.6% |
| Participation rate | 63.3% | 56.7%+6.6pp | 68.4%-5.1pp | 69.3%-6.0pp |
| Annual return | 17.70% | 42.30%-24.6pp | 192.04%-174.3pp | 318.61%-300.9pp |
| Employer contribution / active EE | $176 | $1,620-89.2% | $2,799-93.7% | $2,565-93.1% |
| Participant deferral / active EE | $1,283 | $2,858-55.1% | $4,350-70.5% | $3,952-67.5% |
| Admin fee / account holder | $2,691 | $3,769-28.6% | $5,538-51.4% | $6,261-57.0% |