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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 | $14,542 | $53,128-72.6% | $86,582-83.2% | $70,126-79.3% |
| Participation rate | 69.4% | 65.3%+4.1pp | 73.5%-4.2pp | 69.5%-0.2pp |
| Annual return | 15.29% | 27.66%-12.4pp | 965.08%-949.8pp | 73.15%-57.9pp |
| Employer contribution / active EE | $130 | $2,068-93.7% | $2,839-95.4% | $2,343-94.4% |
| Participant deferral / active EE | $867 | $2,695-67.8% | $3,609-76.0% | $3,332-74.0% |
| Admin fee / account holder | $392 | $3,584-89.1% | $4,904-92.0% | $4,645-91.6% |