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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 | $49,830 | $201,372-75.3% | $184,260-73.0% | $145,884-65.8% |
| Participation rate | 61.1% | 87.5%-26.4pp | 86.8%-25.7pp | 80.3%-19.2pp |
| Annual return | 17.82% | 29.04%-11.2pp | 28.84%-11.0pp | 551.85%-534.0pp |
| Employer contribution / active EE | $9 | $7,024-99.9% | $6,427-99.9% | $4,662-99.8% |
| Participant deferral / active EE | $5,497 | $9,808-44.0% | $9,133-39.8% | $6,690-17.8% |
| Admin fee / account holder | $1,215 | $16,362-92.6% | $13,898-91.3% | $13,392-90.9% |