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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 | $22,253 | $55,470-59.9% | $155,556-85.7% | $74,478-70.1% |
| Participation rate | 65.1% | 61.9%+3.2pp | 78.2%-13.1pp | 67.2%-2.1pp |
| Annual return | 12.35% | 269.80%-257.5pp | 64.84%-52.5pp | 1370.56%-1358.2pp |
| Employer contribution / active EE | $179 | $2,267-92.1% | $4,675-96.2% | $2,626-93.2% |
| Participant deferral / active EE | $1,445 | $2,838-49.1% | $5,631-74.3% | $4,350-66.8% |
| Admin fee / account holder | $561 | $1,744-67.9% | $15,885-96.5% | $1,946-71.2% |