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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 | $13,883 | $110,410-87.4% | $102,437-86.4% | $145,897-90.5% |
| Participation rate | 35.0% | 77.9%-42.9pp | 74.5%-39.5pp | 80.3%-45.3pp |
| Annual return | 35.36% | 24.85%+10.5pp | 24.95%+10.4pp | 552.29%-516.9pp |
| Employer contribution / active EE | $841 | $4,217-80.1% | $3,871-78.3% | $4,663-82.0% |
| Participant deferral / active EE | $1,634 | $5,622-70.9% | $5,060-67.7% | $6,689-75.6% |
| Admin fee / account holder | $2,283 | $9,745-76.6% | $8,388-72.8% | $13,390-82.9% |