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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 | $105,863 | $102,422+3.4% | $147,117-28.0% | $80,959+30.8% |
| Participation rate | 62.9% | 75.9%-13.0pp | 82.2%-19.3pp | 67.7%-4.8pp |
| Annual return | 13.81% | 135.16%-121.4pp | 420.54%-406.7pp | 35.67%-21.9pp |
| Employer contribution / active EE | $685 | $3,717-81.6% | $4,932-86.1% | $2,757-75.1% |
| Participant deferral / active EE | $7,769 | $6,652+16.8% | $8,065-3.7% | $4,300+80.6% |
| Admin fee / account holder | $2,509 | $7,953-68.5% | $12,993-80.7% | $6,925-63.8% |