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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 | $80,113 | $124,351-35.6% | $109,188-26.6% | $167,553-52.2% |
| Participation rate | 57.1% | 79.4%-22.3pp | 75.9%-18.7pp | 82.1%-25.0pp |
| Annual return | 30.04% | 26.04%+4.0pp | 25.76%+4.3pp | 478.89%-448.9pp |
| Employer contribution / active EE | $423 | $4,210-90.0% | $3,723-88.7% | $4,840-91.3% |
| Participant deferral / active EE | $2,073 | $5,257-60.6% | $4,654-55.5% | $6,343-67.3% |
| Admin fee / account holder | $1,336 | $7,975-83.2% | $6,755-80.2% | $12,316-89.2% |