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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 | $63,338 | $107,941-41.3% | $91,994-31.2% | $152,909-58.6% |
| Participation rate | 56.3% | 81.2%-24.9pp | 78.6%-22.4pp | 82.5%-26.2pp |
| Annual return | 25.59% | 89.28%-63.7pp | 69.04%-43.4pp | 345.46%-319.9pp |
| Employer contribution / active EE | $317 | $4,212-92.5% | $3,453-90.8% | $4,764-93.3% |
| Participant deferral / active EE | $2,886 | $6,366-54.7% | $5,924-51.3% | $5,851-50.7% |
| Admin fee / account holder | $340 | $10,521-96.8% | $7,744-95.6% | $11,601-97.1% |