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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 | $109,773 | $100,147+9.6% | $81,286+35.0% | $145,877-24.7% |
| Participation rate | 42.1% | 74.2%-32.1pp | 69.5%-27.4pp | 80.3%-38.2pp |
| Annual return | 24.89% | 34.44%-9.5pp | 24.80%+0.1pp | 551.28%-526.4pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $2,463-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,871 | $4,607-59.4% | $3,883-51.8% | $6,691-72.0% |
| Admin fee / account holder | $1,191 | $8,201-85.5% | $5,764-79.3% | $13,402-91.1% |