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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 | $30,963 | $84,233-63.2% | $170,436-81.8% | $70,131-55.9% |
| Participation rate | 42.0% | 70.8%-28.8pp | 83.6%-41.6pp | 69.5%-27.5pp |
| Annual return | 26.40% | 23.06%+3.3pp | 205.94%-179.5pp | 73.14%-46.7pp |
| Employer contribution / active EE | $81 | $3,387-97.6% | $5,433-98.5% | $2,342-96.6% |
| Participant deferral / active EE | $1,697 | $3,086-45.0% | $4,939-65.6% | $3,332-49.1% |
| Admin fee / account holder | $1,368 | $5,698-76.0% | $13,880-90.1% | $4,645-70.5% |