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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 | $111,814-87.6% | $103,378-86.6% | $145,978-90.5% |
| Participation rate | 35.0% | 77.9%-42.9pp | 74.5%-39.5pp | 80.3%-45.3pp |
| Annual return | 35.36% | 24.80%+10.6pp | 24.91%+10.4pp | 550.52%-515.2pp |
| Employer contribution / active EE | $841 | $4,215-80.0% | $3,870-78.3% | $4,662-82.0% |
| Participant deferral / active EE | $1,634 | $5,618-70.9% | $5,058-67.7% | $6,690-75.6% |
| Admin fee / account holder | $2,283 | $9,764-76.6% | $8,401-72.8% | $13,400-83.0% |