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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 | $33,794 | $89,367-62.2% | $141,191-76.1% | $72,975-53.7% |
| Participation rate | 65.4% | 75.1%-9.7pp | 82.5%-17.1pp | 69.5%-4.1pp |
| Annual return | 23.34% | 111.87%-88.5pp | 71.41%-48.1pp | 81.01%-57.7pp |
| Employer contribution / active EE | $211 | $3,115-93.2% | $4,736-95.6% | $2,440-91.4% |
| Participant deferral / active EE | $3,416 | $5,419-37.0% | $6,710-49.1% | $3,608-5.3% |
| Admin fee / account holder | $1,036 | $5,957-82.6% | $10,264-89.9% | $5,124-79.8% |