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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 | $75,500 | $63,346+19.2% | $92,239-18.1% | $70,124+7.7% |
| Participation rate | 45.5% | 68.7%-23.2pp | 76.5%-31.0pp | 69.5%-24.1pp |
| Annual return | 15.16% | 530.19%-515.0pp | 176.29%-161.1pp | 73.14%-58.0pp |
| Employer contribution / active EE | $249 | $2,471-89.9% | $3,680-93.2% | $2,342-89.3% |
| Participant deferral / active EE | $1,643 | $2,854-42.4% | $3,897-57.8% | $3,332-50.7% |
| Admin fee / account holder | $1,242 | $3,841-67.7% | $5,194-76.1% | $4,645-73.3% |