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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 | $33,295 | $63,861-47.9% | $104,625-68.2% | $79,852-58.3% |
| Participation rate | 53.1% | 64.9%-11.8pp | 74.1%-20.9pp | 69.6%-16.5pp |
| Annual return | 17.55% | 21.30%-3.7pp | 340.60%-323.0pp | 31.72%-14.2pp |
| Employer contribution / active EE | $0 | $1,588-100.0% | $2,681-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,272 | $2,693+21.5% | $3,738-12.5% | $3,740-12.5% |
| Admin fee / account holder | $2,377 | $4,185-43.2% | $6,465-63.2% | $5,306-55.2% |