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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 | $42,083 | $93,345-54.9% | $119,126-64.7% | $87,485-51.9% |
| Participation rate | 38.3% | 68.7%-30.4pp | 75.8%-37.4pp | 68.9%-30.6pp |
| Annual return | 12.31% | 19.08%-6.8pp | 282.11%-269.8pp | 26.06%-13.7pp |
| Employer contribution / active EE | $376 | $3,172-88.2% | $4,034-90.7% | $2,596-85.5% |
| Participant deferral / active EE | $1,878 | $4,099-54.2% | $5,318-64.7% | $4,274-56.1% |
| Admin fee / account holder | $3,458 | $8,039-57.0% | $10,693-67.7% | $7,775-55.5% |