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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 | $34,503 | $53,128-35.1% | $86,582-60.2% | $70,126-50.8% |
| Participation rate | 29.8% | 65.3%-35.5pp | 73.5%-43.8pp | 69.5%-39.8pp |
| Annual return | 18.46% | 27.66%-9.2pp | 965.08%-946.6pp | 73.15%-54.7pp |
| Employer contribution / active EE | $85 | $2,068-95.9% | $2,839-97.0% | $2,343-96.4% |
| Participant deferral / active EE | $868 | $2,695-67.8% | $3,609-76.0% | $3,332-74.0% |
| Admin fee / account holder | $2,745 | $3,584-23.4% | $4,904-44.0% | $4,645-40.9% |