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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 | $31,479 | $100,901-68.8% | $75,501-58.3% | $147,586-78.7% |
| Participation rate | 68.2% | 77.1%-9.0pp | 72.4%-4.2pp | 82.8%-14.6pp |
| Annual return | 24.72% | 35.78%-11.1pp | 27.35%-2.6pp | 578.59%-553.9pp |
| Employer contribution / active EE | $0 | $3,253-100.0% | $2,352-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $845 | $4,027-79.0% | $3,142-73.1% | $5,439-84.5% |
| Admin fee / account holder | $2,161 | $11,285-80.8% | $5,801-62.7% | $10,886-80.1% |