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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 | $29,227 | $77,472-62.3% | $100,392-70.9% | $80,935-63.9% |
| Participation rate | 52.7% | 76.9%-24.3pp | 81.5%-28.8pp | 67.7%-15.0pp |
| Annual return | 53.65% | 37.26%+16.4pp | 49.45%+4.2pp | 35.66%+18.0pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,941-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $7,333 | $6,818+7.6% | $8,090-9.4% | $4,299+70.5% |
| Admin fee / account holder | $1,540 | $5,885-73.8% | $7,904-80.5% | $6,924-77.8% |