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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 | $40,117 | $63,346-36.7% | $92,240-56.5% | $70,126-42.8% |
| Participation rate | 59.2% | 68.7%-9.5pp | 76.5%-17.3pp | 69.5%-10.4pp |
| Annual return | 18.78% | 530.19%-511.4pp | 176.29%-157.5pp | 73.15%-54.4pp |
| Employer contribution / active EE | $63 | $2,471-97.5% | $3,680-98.3% | $2,343-97.3% |
| Participant deferral / active EE | $1,603 | $2,854-43.8% | $3,897-58.9% | $3,332-51.9% |
| Admin fee / account holder | $1,799 | $3,841-53.2% | $5,194-65.4% | $4,645-61.3% |