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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 | $30,457 | $101,063-69.9% | $81,473-62.6% | $147,586-79.4% |
| Participation rate | 58.8% | 74.5%-15.6pp | 68.0%-9.1pp | 82.8%-24.0pp |
| Annual return | 48.96% | 32.41%+16.6pp | 38.78%+10.2pp | 578.59%-529.6pp |
| Employer contribution / active EE | $110 | $3,206-96.6% | $2,568-95.7% | $4,876-97.7% |
| Participant deferral / active EE | $8,308 | $4,242+95.8% | $3,537+134.9% | $5,439+52.8% |
| Admin fee / account holder | $7,504 | $5,812+29.1% | $4,561+64.5% | $10,886-31.1% |