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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 | $25,103 | $65,034-61.4% | $90,970-72.4% | $79,856-68.6% |
| Participation rate | 65.7% | 61.6%+4.1pp | 69.0%-3.3pp | 69.6%-3.9pp |
| Annual return | 21.24% | 30.45%-9.2pp | 134.60%-113.4pp | 31.71%-10.5pp |
| Employer contribution / active EE | $8 | $1,247-99.3% | $2,122-99.6% | $2,471-99.7% |
| Participant deferral / active EE | $3,132 | $2,512+24.7% | $3,373-7.1% | $3,741-16.3% |
| Admin fee / account holder | $1,689 | $4,536-62.8% | $5,961-71.7% | $5,306-68.2% |