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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 | $53,588 | $62,393-14.1% | $120,580-55.6% | $74,478-28.0% |
| Participation rate | 33.3% | 56.8%-23.4pp | 72.0%-38.6pp | 67.2%-33.9pp |
| Annual return | 21.94% | 18.61%+3.3pp | 107.48%-85.5pp | 1370.56%-1348.6pp |
| Employer contribution / active EE | $229 | $1,845-87.6% | $3,469-93.4% | $2,626-91.3% |
| Participant deferral / active EE | $1,438 | $2,886-50.2% | $4,995-71.2% | $4,350-66.9% |
| Admin fee / account holder | $376 | $2,396-84.3% | $9,418-96.0% | $1,946-80.7% |