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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 | $55,585 | $117,846-52.8% | $102,434-45.7% | $145,884-61.9% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 18.03% | 31.90%-13.9pp | 29.46%-11.4pp | 551.85%-533.8pp |
| Employer contribution / active EE | $499 | $3,615-86.2% | $3,023-83.5% | $4,662-89.3% |
| Participant deferral / active EE | $2,020 | $5,733-64.8% | $5,055-60.0% | $6,690-69.8% |
| Admin fee / account holder | $6,472 | $13,356-51.5% | $9,462-31.6% | $13,392-51.7% |