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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 | $9,797 | $111,535-91.2% | $105,223-90.7% | $137,256-92.9% |
| Participation rate | 58.3% | 78.1%-19.8pp | 75.0%-16.7pp | 80.0%-21.6pp |
| Annual return | 21.37% | 237.85%-216.5pp | 180.65%-159.3pp | 220.34%-199.0pp |
| Employer contribution / active EE | $746 | $3,939-81.1% | $3,689-79.8% | $4,156-82.1% |
| Participant deferral / active EE | $1,774 | $5,500-67.8% | $5,072-65.0% | $6,407-72.3% |
| Admin fee / account holder | $1,244 | $9,721-87.2% | $8,859-86.0% | $12,270-89.9% |