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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 | $46,504 | $63,354-26.6% | $94,105-50.6% | $82,637-43.7% |
| Participation rate | 16.3% | 63.8%-47.6pp | 71.9%-55.7pp | 68.1%-51.8pp |
| Annual return | 19.31% | 34.36%-15.0pp | 204.55%-185.2pp | 53.51%-34.2pp |
| Employer contribution / active EE | $195 | $1,760-88.9% | $2,504-92.2% | $2,552-92.4% |
| Participant deferral / active EE | $778 | $2,873-72.9% | $3,881-79.9% | $4,126-81.1% |
| Admin fee / account holder | $2,361 | $5,073-53.4% | $6,199-61.9% | $7,339-67.8% |