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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 | $27,810 | $58,311-52.3% | $81,882-66.0% | $80,959-65.6% |
| Participation rate | 66.2% | 63.5%+2.7pp | 72.4%-6.2pp | 67.7%-1.5pp |
| Annual return | 13.15% | 41.85%-28.7pp | 779.47%-766.3pp | 35.67%-22.5pp |
| Employer contribution / active EE | $243 | $2,347-89.7% | $2,916-91.7% | $2,757-91.2% |
| Participant deferral / active EE | $856 | $3,287-74.0% | $4,323-80.2% | $4,300-80.1% |
| Admin fee / account holder | $1,077 | $4,752-77.3% | $7,360-85.4% | $6,925-84.5% |