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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 | $44,433 | $157,276-71.7% | $141,177-68.5% | $152,885-70.9% |
| Participation rate | 47.1% | 84.8%-37.8pp | 82.5%-35.4pp | 82.5%-35.4pp |
| Annual return | 23.37% | 64.33%-41.0pp | 71.40%-48.0pp | 345.39%-322.0pp |
| Employer contribution / active EE | $657 | $5,262-87.5% | $4,736-86.1% | $4,763-86.2% |
| Participant deferral / active EE | $3,218 | $7,110-54.7% | $6,710-52.0% | $5,851-45.0% |
| Admin fee / account holder | $4,580 | $12,123-62.2% | $10,263-55.4% | $11,598-60.5% |