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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 | $37,054 | $48,053-22.9% | $84,637-56.2% | $72,976-49.2% |
| Participation rate | 24.6% | 57.6%-33.0pp | 68.2%-43.6pp | 69.5%-44.9pp |
| Annual return | 21.61% | 37.39%-15.8pp | 258.82%-237.2pp | 81.02%-59.4pp |
| Employer contribution / active EE | $124 | $1,602-92.3% | $2,653-95.3% | $2,440-94.9% |
| Participant deferral / active EE | $1,730 | $2,681-35.5% | $3,900-55.7% | $3,608-52.1% |
| Admin fee / account holder | $1,029 | $3,395-69.7% | $4,914-79.1% | $5,124-79.9% |