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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 | $43,024 | $59,402-27.6% | $93,654-54.1% | $74,546-42.3% |
| Participation rate | 27.9% | 59.7%-31.7pp | 68.7%-40.8pp | 67.2%-39.3pp |
| Annual return | 11.88% | 81.86%-70.0pp | 133.34%-121.5pp | 1366.03%-1354.2pp |
| Employer contribution / active EE | $232 | $1,265-81.7% | $2,421-90.4% | $2,624-91.2% |
| Participant deferral / active EE | $1,657 | $3,049-45.7% | $4,413-62.5% | $4,347-61.9% |
| Admin fee / account holder | $9,321 | $3,023+208.3% | $8,282+12.5% | $1,944+379.6% |