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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 | $61,787+278.3% | $97,197+140.5% | $80,925+188.8% |
| Participation rate | 8.3% | 63.5%-55.1pp | 72.7%-64.4pp | 67.7%-59.3pp |
| Annual return | 21.91% | -558.16%+580.1pp | 75.47%-53.6pp | 35.65%-13.7pp |
| Employer contribution / active EE | $287 | $1,836-84.4% | $2,723-89.5% | $2,756-89.6% |
| Participant deferral / active EE | $1,330 | $3,027-56.1% | $4,263-68.8% | $4,299-69.1% |
| Admin fee / account holder | $1,753 | $5,170-66.1% | $5,637-68.9% | $6,940-74.7% |