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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 | $33,408 | $80,781-58.6% | $102,437-67.4% | $74,478-55.1% |
| Participation rate | 61.3% | 65.7%-4.4pp | 74.5%-13.2pp | 67.2%-6.0pp |
| Annual return | 19.14% | 27.58%-8.4pp | 24.95%-5.8pp | 1370.56%-1351.4pp |
| Employer contribution / active EE | $590 | $3,160-81.3% | $3,871-84.8% | $2,626-77.5% |
| Participant deferral / active EE | $2,465 | $3,862-36.2% | $5,060-51.3% | $4,350-43.3% |
| Admin fee / account holder | $5,961 | $2,372+151.3% | $8,388-28.9% | $1,946+206.3% |