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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 | $48,307 | $118,496-59.2% | $98,461-50.9% | $139,466-65.4% |
| Participation rate | 33.3% | 77.5%-44.1pp | 75.2%-41.8pp | 80.3%-47.0pp |
| Annual return | 24.98% | 18.96%+6.0pp | 21.17%+3.8pp | 373.66%-348.7pp |
| Employer contribution / active EE | $655 | $3,611-81.8% | $3,049-78.5% | $4,754-86.2% |
| Participant deferral / active EE | $7,266 | $5,393+34.7% | $4,738+53.3% | $6,712+8.3% |
| Admin fee / account holder | $502 | $14,056-96.4% | $8,961-94.4% | $11,409-95.6% |