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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 | $52,374 | $43,496+20.4% | $161,489-67.6% | $64,340-18.6% |
| Participation rate | 36.8% | 53.5%-16.8pp | 78.7%-41.9pp | 55.2%-18.5pp |
| Annual return | 13.43% | 20.76%-7.3pp | 89.72%-76.3pp | 24.14%-10.7pp |
| Employer contribution / active EE | $230 | $1,431-83.9% | $4,268-94.6% | $1,862-87.6% |
| Participant deferral / active EE | $1,964 | $1,996-1.6% | $5,630-65.1% | $2,980-34.1% |
| Admin fee / account holder | $33,545 | $2,330+1339.5% | $16,006+109.6% | $3,703+806.0% |