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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 | $59,713 | $63,346-5.7% | $92,240-35.3% | $70,126-14.8% |
| Participation rate | 34.8% | 68.7%-33.9pp | 76.5%-41.7pp | 69.5%-34.8pp |
| Annual return | 16.08% | 530.19%-514.1pp | 176.29%-160.2pp | 73.15%-57.1pp |
| Employer contribution / active EE | $238 | $2,471-90.4% | $3,680-93.5% | $2,343-89.9% |
| Participant deferral / active EE | $1,472 | $2,854-48.4% | $3,897-62.2% | $3,332-55.8% |
| Admin fee / account holder | $6,600 | $3,841+71.8% | $5,194+27.1% | $4,645+42.1% |