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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 | $233,734 | $61,815+278.1% | $97,295+140.2% | $80,959+188.7% |
| Participation rate | 8.3% | 63.5%-55.1pp | 72.7%-64.3pp | 67.7%-59.3pp |
| Annual return | 21.91% | -558.73%+580.6pp | 75.62%-53.7pp | 35.67%-13.8pp |
| Employer contribution / active EE | $287 | $1,836-84.4% | $2,723-89.5% | $2,757-89.6% |
| Participant deferral / active EE | $1,330 | $3,027-56.1% | $4,264-68.8% | $4,300-69.1% |
| Admin fee / account holder | $1,753 | $5,166-66.1% | $5,646-69.0% | $6,925-74.7% |