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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 | $99,881 | $102,429-2.5% | $147,096-32.1% | $80,925+23.4% |
| Participation rate | 62.9% | 75.9%-13.0pp | 82.2%-19.3pp | 67.7%-4.8pp |
| Annual return | 14.31% | 135.02%-120.7pp | 419.75%-405.4pp | 35.65%-21.3pp |
| Employer contribution / active EE | $358 | $3,716-90.4% | $4,936-92.7% | $2,756-87.0% |
| Participant deferral / active EE | $5,308 | $6,649-20.2% | $8,071-34.2% | $4,299+23.5% |
| Admin fee / account holder | $9,285 | $7,957+16.7% | $13,005-28.6% | $6,940+33.8% |