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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 | $45,262 | $152,592-70.3% | $125,180-63.8% | $152,885-70.4% |
| Participation rate | 63.6% | 83.3%-19.7pp | 79.8%-16.1pp | 82.5%-18.8pp |
| Annual return | 20.57% | 54.84%-34.3pp | 43.79%-23.2pp | 345.39%-324.8pp |
| Employer contribution / active EE | $696 | $4,947-85.9% | $3,866-82.0% | $4,763-85.4% |
| Participant deferral / active EE | $7,702 | $5,868+31.3% | $4,937+56.0% | $5,851+31.6% |
| Admin fee / account holder | $5,377 | $13,435-60.0% | $9,703-44.6% | $11,598-53.6% |