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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 | $34,196 | $117,904-71.0% | $102,457-66.6% | $145,978-76.6% |
| Participation rate | 57.1% | 78.6%-21.5pp | 76.5%-19.4pp | 80.3%-23.1pp |
| Annual return | 15.84% | 31.80%-16.0pp | 29.41%-13.6pp | 550.52%-534.7pp |
| Employer contribution / active EE | $831 | $3,613-77.0% | $3,022-72.5% | $4,662-82.2% |
| Participant deferral / active EE | $1,931 | $5,733-66.3% | $5,054-61.8% | $6,690-71.1% |
| Admin fee / account holder | $2,550 | $13,329-80.9% | $9,451-73.0% | $13,400-81.0% |