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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 | $43,383 | $138,393-68.7% | $184,256-76.5% | $80,959-46.4% |
| Participation rate | 67.9% | 83.9%-16.0pp | 86.8%-18.9pp | 67.7%+0.3pp |
| Annual return | 58.77% | 20.01%+38.8pp | 28.85%+29.9pp | 35.67%+23.1pp |
| Employer contribution / active EE | $1,268 | $4,847-73.8% | $6,427-80.3% | $2,757-54.0% |
| Participant deferral / active EE | $8,741 | $7,076+23.5% | $9,133-4.3% | $4,300+103.3% |
| Admin fee / account holder | $750 | $10,489-92.9% | $13,899-94.6% | $6,925-89.2% |