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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 | $72,343 | $154,209-53.1% | $130,062-44.4% | $139,487-48.1% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.5%-18.5pp | 80.3%-20.3pp |
| Annual return | 14.50% | 32.52%-18.0pp | -137.37%+151.9pp | 373.84%-359.3pp |
| Employer contribution / active EE | $717 | $5,292-86.4% | $4,322-83.4% | $4,755-84.9% |
| Participant deferral / active EE | $2,010 | $6,709-70.0% | $5,821-65.5% | $6,713-70.1% |
| Admin fee / account holder | $13,966 | $13,988-0.2% | $10,601+31.7% | $11,407+22.4% |