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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 | $36,316 | $65,084-44.2% | $67,681-46.3% | $64,340-43.6% |
| Participation rate | 40.9% | 66.7%-25.8pp | 73.7%-32.8pp | 55.2%-14.3pp |
| Annual return | 18.44% | 20.50%-2.1pp | 590.58%-572.1pp | 24.14%-5.7pp |
| Employer contribution / active EE | $229 | $2,398-90.4% | $2,678-91.4% | $1,862-87.7% |
| Participant deferral / active EE | $1,167 | $3,210-63.7% | $3,976-70.7% | $2,980-60.9% |
| Admin fee / account holder | $3,289 | $1,415+132.5% | $6,100-46.1% | $3,703-11.2% |