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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 | $38,354 | $48,432-20.8% | $121,204-68.4% | $71,511-46.4% |
| Participation rate | 39.6% | 54.3%-14.7pp | 69.5%-29.9pp | 67.9%-28.3pp |
| Annual return | 15.42% | 23.28%-7.9pp | 987.18%-971.8pp | 28.86%-13.4pp |
| Employer contribution / active EE | $328 | $1,493-78.0% | $4,170-92.1% | $2,589-87.3% |
| Participant deferral / active EE | $1,630 | $2,756-40.9% | $4,083-60.1% | $4,291-62.0% |
| Admin fee / account holder | $2,438 | $1,845+32.2% | $5,651-56.9% | $1,588+53.5% |