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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 | $27,200 | $104,251-73.9% | $91,004-70.1% | $147,586-81.6% |
| Participation rate | 59.1% | 78.2%-19.1pp | 75.6%-16.5pp | 82.8%-23.7pp |
| Annual return | 14.04% | 27.06%-13.0pp | 4.60%+9.4pp | 578.59%-564.5pp |
| Employer contribution / active EE | $243 | $3,116-92.2% | $2,456-90.1% | $4,876-95.0% |
| Participant deferral / active EE | $1,686 | $4,195-59.8% | $3,548-52.5% | $5,439-69.0% |
| Admin fee / account holder | $1,098 | $8,948-87.7% | $5,417-79.7% | $10,886-89.9% |