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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 | $89,992 | $129,737-30.6% | $119,126-24.5% | $154,746-41.8% |
| Participation rate | 33.3% | 78.9%-45.5pp | 75.8%-42.4pp | 80.7%-47.4pp |
| Annual return | 24.54% | 379.08%-354.5pp | 282.11%-257.6pp | 172.34%-147.8pp |
| Employer contribution / active EE | $827 | $4,375-81.1% | $4,034-79.5% | $4,379-81.1% |
| Participant deferral / active EE | $4,058 | $5,842-30.5% | $5,318-23.7% | $6,730-39.7% |
| Admin fee / account holder | $338 | $11,961-97.2% | $10,693-96.8% | $14,365-97.7% |