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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 | $33,420 | $81,331-58.9% | $155,534-78.5% | $80,935-58.7% |
| Participation rate | 32.6% | 66.3%-33.6pp | 78.2%-45.6pp | 67.7%-35.1pp |
| Annual return | 75.46% | 33.37%+42.1pp | 64.92%+10.5pp | 35.66%+39.8pp |
| Employer contribution / active EE | $109 | $3,105-96.5% | $4,675-97.7% | $2,757-96.1% |
| Participant deferral / active EE | $1,336 | $3,454-61.3% | $5,630-76.3% | $4,299-68.9% |
| Admin fee / account holder | $1,247 | $7,999-84.4% | $15,900-92.2% | $6,924-82.0% |