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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 | $24,764 | $63,346-60.9% | $92,240-73.2% | $70,126-64.7% |
| Participation rate | 65.6% | 68.7%-3.0pp | 76.5%-10.9pp | 69.5%-3.9pp |
| Annual return | 24.07% | 530.19%-506.1pp | 176.29%-152.2pp | 73.15%-49.1pp |
| Employer contribution / active EE | $247 | $2,471-90.0% | $3,680-93.3% | $2,343-89.5% |
| Participant deferral / active EE | $1,688 | $2,854-40.9% | $3,897-56.7% | $3,332-49.3% |
| Admin fee / account holder | $3,002 | $3,841-21.8% | $5,194-42.2% | $4,645-35.4% |