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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 | $31,196 | $51,638-39.6% | $129,406-75.9% | $80,959-61.5% |
| Participation rate | 8.8% | 56.9%-48.1pp | 69.6%-60.8pp | 67.7%-58.8pp |
| Annual return | 29.17% | 20.78%+8.4pp | 9468.18%-9439.0pp | 35.67%-6.5pp |
| Employer contribution / active EE | $231 | $1,584-85.4% | $4,155-94.4% | $2,757-91.6% |
| Participant deferral / active EE | $1,049 | $2,670-60.7% | $4,167-74.8% | $4,300-75.6% |
| Admin fee / account holder | $534 | $4,313-87.6% | $7,689-93.1% | $6,925-92.3% |