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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 | $34,402 | $93,345-63.1% | $119,126-71.1% | $87,485-60.7% |
| Participation rate | 23.5% | 68.7%-45.2pp | 75.8%-52.2pp | 68.9%-45.4pp |
| Annual return | 16.33% | 19.08%-2.7pp | 282.11%-265.8pp | 26.06%-9.7pp |
| Employer contribution / active EE | $803 | $3,172-74.7% | $4,034-80.1% | $2,596-69.1% |
| Participant deferral / active EE | $1,974 | $4,099-51.8% | $5,318-62.9% | $4,274-53.8% |
| Admin fee / account holder | $2,954 | $8,039-63.2% | $10,693-72.4% | $7,775-62.0% |