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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 | $45,798 | $117,904-61.2% | $102,457-55.3% | $145,978-68.6% |
| Participation rate | 30.0% | 78.6%-48.6pp | 76.5%-46.5pp | 80.3%-50.3pp |
| Annual return | 14.40% | 31.80%-17.4pp | 29.41%-15.0pp | 550.52%-536.1pp |
| Employer contribution / active EE | $27 | $3,613-99.3% | $3,022-99.1% | $4,662-99.4% |
| Participant deferral / active EE | $16,735 | $5,733+191.9% | $5,054+231.1% | $6,690+150.2% |
| Admin fee / account holder | $41,381 | $13,329+210.5% | $9,451+337.8% | $13,400+208.8% |