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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 | $60,511 | $63,342-4.5% | $92,236-34.4% | $70,131-13.7% |
| Participation rate | 62.8% | 68.7%-5.9pp | 76.5%-13.7pp | 69.5%-6.7pp |
| Annual return | 18.06% | 530.15%-512.1pp | 176.29%-158.2pp | 73.14%-55.1pp |
| Employer contribution / active EE | $337 | $2,471-86.3% | $3,679-90.8% | $2,342-85.6% |
| Participant deferral / active EE | $2,005 | $2,854-29.7% | $3,897-48.5% | $3,332-39.8% |
| Admin fee / account holder | $892 | $3,840-76.8% | $5,194-82.8% | $4,645-80.8% |