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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 | $123,531 | $71,230+73.4% | $93,727+31.8% | $80,959+52.6% |
| Participation rate | 51.2% | 60.4%-9.2pp | 68.7%-17.5pp | 67.7%-16.4pp |
| Annual return | 12.52% | 11.26%+1.3pp | 133.83%-121.3pp | 35.67%-23.2pp |
| Employer contribution / active EE | $42 | $1,565-97.3% | $2,421-98.3% | $2,757-98.5% |
| Participant deferral / active EE | $2,426 | $4,037-39.9% | $4,417-45.1% | $4,300-43.6% |
| Admin fee / account holder | $448 | $6,961-93.6% | $8,292-94.6% | $6,925-93.5% |