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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 | $11,900 | $172,111-93.1% | $150,298-92.1% | $137,256-91.3% |
| Participation rate | 58.3% | 81.7%-23.4pp | 77.8%-19.4pp | 80.0%-21.6pp |
| Annual return | 25.53% | 69.37%-43.8pp | 62.79%-37.3pp | 220.34%-194.8pp |
| Employer contribution / active EE | $340 | $4,636-92.7% | $4,154-91.8% | $4,156-91.8% |
| Participant deferral / active EE | $2,205 | $6,166-64.2% | $5,453-59.6% | $6,407-65.6% |
| Admin fee / account holder | $380 | $16,471-97.7% | $14,116-97.3% | $12,270-96.9% |