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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 | $70,485 | $54,117+30.2% | $135,768-48.1% | $65,306+7.9% |
| Participation rate | 22.8% | 48.7%-25.9pp | 71.1%-48.3pp | 57.7%-34.9pp |
| Annual return | 28.44% | 21.76%+6.7pp | 526.10%-497.7pp | 21.94%+6.5pp |
| Employer contribution / active EE | $168 | $1,029-83.7% | $3,394-95.0% | $1,967-91.4% |
| Participant deferral / active EE | $1,221 | $2,395-49.0% | $3,977-69.3% | $2,959-58.7% |
| Admin fee / account holder | $3,782 | $4,541-16.7% | $7,048-46.3% | $3,480+8.7% |