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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 | $86,182 | $121,341-29.0% | $189,537-54.5% | $79,391+8.6% |
| Participation rate | 55.8% | 86.1%-30.4pp | 87.8%-32.1pp | 70.7%-15.0pp |
| Annual return | 14.20% | 21.08%-6.9pp | 555.34%-541.1pp | 116.88%-102.7pp |
| Employer contribution / active EE | $1,009 | $3,915-74.2% | $6,161-83.6% | $2,428-58.5% |
| Participant deferral / active EE | $4,810 | $6,395-24.8% | $8,220-41.5% | $4,046+18.9% |
| Admin fee / account holder | $27,887 | $651+4181.4% | $12,048+131.5% | $627+4351.1% |