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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 | $18,164 | $47,944-62.1% | $67,834-73.2% | $62,881-71.1% |
| Participation rate | 66.2% | 61.1%+5.1pp | 68.8%-2.6pp | 69.3%-3.1pp |
| Annual return | 7.56% | 11.77%-4.2pp | 138.47%-130.9pp | 20.14%-12.6pp |
| Employer contribution / active EE | $71 | $1,562-95.5% | $2,403-97.1% | $2,281-96.9% |
| Participant deferral / active EE | $1,411 | $2,247-37.2% | $3,160-55.3% | $3,203-56.0% |
| Admin fee / account holder | $807 | $3,712-78.3% | $4,622-82.5% | $4,296-81.2% |