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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 | $68,141 | $70,366-3.2% | $66,674+2.2% | $138,895-50.9% |
| Participation rate | 28.6% | 76.2%-47.6pp | 73.7%-45.1pp | 79.9%-51.3pp |
| Annual return | 18.91% | 386.41%-367.5pp | 321.24%-302.3pp | 145.39%-126.5pp |
| Employer contribution / active EE | $88 | $2,765-96.8% | $2,620-96.6% | $4,194-97.9% |
| Participant deferral / active EE | $10,028 | $4,374+129.3% | $4,084+145.5% | $6,396+56.8% |
| Admin fee / account holder | $670 | $5,262-87.3% | $5,098-86.9% | $12,562-94.7% |