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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 | $27,724 | $129,737-78.6% | $119,126-76.7% | $154,746-82.1% |
| Participation rate | 33.3% | 78.9%-45.5pp | 75.8%-42.4pp | 80.7%-47.4pp |
| Annual return | 21.45% | 379.08%-357.6pp | 282.11%-260.7pp | 172.34%-150.9pp |
| Employer contribution / active EE | $950 | $4,375-78.3% | $4,034-76.5% | $4,379-78.3% |
| Participant deferral / active EE | $1,907 | $5,842-67.4% | $5,318-64.1% | $6,730-71.7% |
| Admin fee / account holder | $2,027 | $11,961-83.0% | $10,693-81.0% | $14,365-85.9% |