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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 | $14,125 | $111,814-87.4% | $103,378-86.3% | $145,978-90.3% |
| Participation rate | 30.8% | 77.9%-47.2pp | 74.5%-43.7pp | 80.3%-49.5pp |
| Annual return | 50.38% | 24.80%+25.6pp | 24.91%+25.5pp | 550.52%-500.1pp |
| Employer contribution / active EE | $719 | $4,215-82.9% | $3,870-81.4% | $4,662-84.6% |
| Participant deferral / active EE | $1,626 | $5,618-71.0% | $5,058-67.8% | $6,690-75.7% |
| Admin fee / account holder | $3,676 | $9,764-62.3% | $8,401-56.2% | $13,400-72.6% |