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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 | $83,161 | $58,241+42.8% | $81,780+1.7% | $80,911+2.8% |
| Participation rate | 45.0% | 63.4%-18.4pp | 72.4%-27.4pp | 67.6%-22.6pp |
| Annual return | 10.93% | 41.73%-30.8pp | 776.27%-765.3pp | 35.63%-24.7pp |
| Employer contribution / active EE | $213 | $2,343-90.9% | $2,914-92.7% | $2,756-92.3% |
| Participant deferral / active EE | $2,479 | $3,283-24.5% | $4,321-42.6% | $4,297-42.3% |
| Admin fee / account holder | $8,384 | $4,973+68.6% | $7,384+13.5% | $6,935+20.9% |