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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 | $73,704 | $117,895-37.5% | $102,460-28.1% | $145,897-49.5% |
| Participation rate | 56.5% | 78.6%-22.1pp | 76.5%-20.0pp | 80.3%-23.8pp |
| Annual return | 26.55% | 31.92%-5.4pp | 29.47%-2.9pp | 552.29%-525.7pp |
| Employer contribution / active EE | $485 | $3,619-86.6% | $3,025-84.0% | $4,663-89.6% |
| Participant deferral / active EE | $4,163 | $5,736-27.4% | $5,056-17.7% | $6,689-37.8% |
| Admin fee / account holder | $1,971 | $13,353-85.2% | $9,460-79.2% | $13,390-85.3% |