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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 | $26,784 | $165,399-83.8% | $149,745-82.1% | $158,982-83.2% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 17.49% | 348.34%-330.8pp | 276.72%-259.2pp | 302.99%-285.5pp |
| Employer contribution / active EE | $452 | $5,105-91.1% | $4,646-90.3% | $4,763-90.5% |
| Participant deferral / active EE | $2,910 | $7,183-59.5% | $6,843-57.5% | $5,983-51.4% |
| Admin fee / account holder | $1,738 | $10,811-83.9% | $9,312-81.3% | $11,252-84.6% |