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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 | $77,211 | $117,895-34.5% | $102,460-24.6% | $145,897-47.1% |
| Participation rate | 57.1% | 78.6%-21.5pp | 76.5%-19.4pp | 80.3%-23.2pp |
| Annual return | 20.51% | 31.92%-11.4pp | 29.47%-9.0pp | 552.29%-531.8pp |
| Employer contribution / active EE | $493 | $3,619-86.4% | $3,025-83.7% | $4,663-89.4% |
| Participant deferral / active EE | $2,046 | $5,736-64.3% | $5,056-59.5% | $6,689-69.4% |
| Admin fee / account holder | $8,649 | $13,353-35.2% | $9,460-8.6% | $13,390-35.4% |