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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 | $19,911 | $48,364-58.8% | $71,796-72.3% | $62,881-68.3% |
| Participation rate | 65.8% | 60.6%+5.2pp | 69.1%-3.3pp | 69.3%-3.5pp |
| Annual return | 82.93% | 13.16%+69.8pp | 78.04%+4.9pp | 20.14%+62.8pp |
| Employer contribution / active EE | $14 | $1,042-98.7% | $1,924-99.3% | $2,281-99.4% |
| Participant deferral / active EE | $944 | $2,091-54.9% | $2,794-66.2% | $3,203-70.5% |
| Admin fee / account holder | $931 | $3,771-75.3% | $4,815-80.7% | $4,296-78.3% |