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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 | $33,207 | $88,672-62.6% | $105,223-68.4% | $82,448-59.7% |
| Participation rate | 31.3% | 67.9%-36.7pp | 75.0%-43.8pp | 68.1%-36.8pp |
| Annual return | 13.02% | 30.86%-17.8pp | 180.65%-167.6pp | 41.64%-28.6pp |
| Employer contribution / active EE | $671 | $3,048-78.0% | $3,689-81.8% | $2,551-73.7% |
| Participant deferral / active EE | $1,722 | $4,036-57.3% | $5,072-66.1% | $4,139-58.4% |
| Admin fee / account holder | $2,163 | $7,146-69.7% | $8,859-75.6% | $7,234-70.1% |