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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 | $109,266 | $110,410-1.0% | $102,437+6.7% | $145,897-25.1% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | 12.43% | 24.85%-12.4pp | 24.95%-12.5pp | 552.29%-539.9pp |
| Employer contribution / active EE | $550 | $4,217-86.9% | $3,871-85.8% | $4,663-88.2% |
| Participant deferral / active EE | $12,200 | $5,622+117.0% | $5,060+141.1% | $6,689+82.4% |
| Admin fee / account holder | $798 | $9,745-91.8% | $8,388-90.5% | $13,390-94.0% |