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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 | $69,931 | $58,241+20.1% | $81,780-14.5% | $80,911-13.6% |
| Participation rate | 32.0% | 63.4%-31.4pp | 72.4%-40.4pp | 67.6%-35.6pp |
| Annual return | 12.72% | 41.73%-29.0pp | 776.27%-763.5pp | 35.63%-22.9pp |
| Employer contribution / active EE | $272 | $2,343-88.4% | $2,914-90.7% | $2,756-90.1% |
| Participant deferral / active EE | $1,434 | $3,283-56.3% | $4,321-66.8% | $4,297-66.6% |
| Admin fee / account holder | $4,360 | $4,973-12.3% | $7,384-41.0% | $6,935-37.1% |