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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 | $43,516 | $71,197-38.9% | $93,669-53.5% | $80,925-46.2% |
| Participation rate | 30.6% | 60.4%-29.8pp | 68.7%-38.2pp | 67.7%-37.1pp |
| Annual return | 10.16% | 11.27%-1.1pp | 133.59%-123.4pp | 35.65%-25.5pp |
| Employer contribution / active EE | $220 | $1,565-85.9% | $2,424-90.9% | $2,756-92.0% |
| Participant deferral / active EE | $1,470 | $4,036-63.6% | $4,416-66.7% | $4,299-65.8% |
| Admin fee / account holder | $1,055 | $6,959-84.8% | $8,291-87.3% | $6,940-84.8% |