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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 | $88,160 | $79,209+11.3% | $102,434-13.9% | $74,459+18.4% |
| Participation rate | 54.0% | 74.8%-20.8pp | 76.5%-22.5pp | 67.2%-13.2pp |
| Annual return | 12.83% | 54.98%-42.1pp | 29.46%-16.6pp | 1369.70%-1356.9pp |
| Employer contribution / active EE | $540 | $2,362-77.2% | $3,023-82.1% | $2,626-79.4% |
| Participant deferral / active EE | $2,895 | $4,417-34.5% | $5,055-42.7% | $4,350-33.4% |
| Admin fee / account holder | $2,794 | $2,002+39.6% | $9,462-70.5% | $1,945+43.7% |