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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 | $67,317 | $60,454+11.4% | $81,844-17.7% | $74,459-9.6% |
| Participation rate | 31.2% | 63.0%-31.7pp | 72.4%-41.2pp | 67.2%-36.0pp |
| Annual return | 12.37% | 16.87%-4.5pp | 778.87%-766.5pp | 1369.70%-1357.3pp |
| Employer contribution / active EE | $336 | $2,630-87.2% | $2,916-88.5% | $2,626-87.2% |
| Participant deferral / active EE | $1,804 | $3,398-46.9% | $4,323-58.3% | $4,350-58.5% |
| Admin fee / account holder | $10,791 | $1,490+624.0% | $7,355+46.7% | $1,945+454.9% |