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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 | $83,712 | $174,379-52.0% | $152,093-45.0% | $138,895-39.7% |
| Participation rate | 44.4% | 81.6%-37.2pp | 77.8%-33.3pp | 79.9%-35.5pp |
| Annual return | 15.20% | 74.86%-59.7pp | 66.36%-51.2pp | 145.39%-130.2pp |
| Employer contribution / active EE | $737 | $4,652-84.1% | $4,175-82.3% | $4,194-82.4% |
| Participant deferral / active EE | $1,908 | $6,159-69.0% | $5,451-65.0% | $6,396-70.2% |
| Admin fee / account holder | $4,022 | $16,880-76.2% | $14,497-72.3% | $12,562-68.0% |