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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 | $41,383 | $89,259-53.6% | $107,187-61.4% | $82,637-49.9% |
| Participation rate | 21.4% | 67.9%-46.5pp | 75.0%-53.6pp | 68.1%-46.6pp |
| Annual return | 20.31% | 21.02%-0.7pp | 204.55%-184.2pp | 53.51%-33.2pp |
| Employer contribution / active EE | $662 | $3,080-78.5% | $3,782-82.5% | $2,552-74.1% |
| Participant deferral / active EE | $2,363 | $4,037-41.5% | $5,096-53.6% | $4,126-42.7% |
| Admin fee / account holder | $847 | $7,381-88.5% | $9,162-90.8% | $7,339-88.5% |