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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 | $64,186 | $111,787-42.6% | $93,681-31.5% | $145,978-56.0% |
| Participation rate | 63.6% | 74.2%-10.6pp | 68.7%-5.1pp | 80.3%-16.7pp |
| Annual return | 11.56% | 203.52%-192.0pp | 133.47%-121.9pp | 550.52%-539.0pp |
| Employer contribution / active EE | $336 | $3,093-89.2% | $2,422-86.1% | $4,662-92.8% |
| Participant deferral / active EE | $2,227 | $4,918-54.7% | $4,415-49.6% | $6,690-66.7% |
| Admin fee / account holder | $2,079 | $10,256-79.7% | $8,290-74.9% | $13,400-84.5% |