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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 | $74,061 | $208,088-64.4% | $186,193-60.2% | $154,746-52.1% |
| Participation rate | 68.8% | 80.0%-11.2pp | 77.1%-8.4pp | 80.7%-12.0pp |
| Annual return | 13.02% | 89.97%-77.0pp | 78.03%-65.0pp | 172.34%-159.3pp |
| Employer contribution / active EE | $296 | $4,340-93.2% | $3,918-92.4% | $4,379-93.2% |
| Participant deferral / active EE | $3,635 | $7,078-48.6% | $6,513-44.2% | $6,730-46.0% |
| Admin fee / account holder | $3,640 | $11,698-68.9% | $11,058-67.1% | $14,365-74.7% |