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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 | $20,092 | $49,897-59.7% | $80,648-75.1% | $75,177-73.3% |
| Participation rate | 59.3% | 55.3%+4.0pp | 67.0%-7.7pp | 67.2%-7.9pp |
| Annual return | 22.57% | 34.68%-12.1pp | 937.21%-914.6pp | 160.75%-138.2pp |
| Employer contribution / active EE | $174 | $1,699-89.7% | $2,724-93.6% | $2,671-93.5% |
| Participant deferral / active EE | $4,077 | $2,992+36.3% | $4,443-8.2% | $4,126-1.2% |
| Admin fee / account holder | $1,509 | $3,579-57.8% | $5,382-72.0% | $5,651-73.3% |