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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 | $29,110 | $124,346-76.6% | $111,306-73.8% | $167,553-82.6% |
| Participation rate | 66.7% | 79.6%-13.0pp | 77.3%-10.7pp | 82.1%-15.4pp |
| Annual return | 22.04% | 37.46%-15.4pp | 54.67%-32.6pp | 478.89%-456.8pp |
| Employer contribution / active EE | $572 | $3,438-83.4% | $2,732-79.1% | $4,840-88.2% |
| Participant deferral / active EE | $2,434 | $5,182-53.0% | $4,488-45.8% | $6,343-61.6% |
| Admin fee / account holder | $811 | $10,623-92.4% | $7,966-89.8% | $12,316-93.4% |