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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 | $22,008 | $185,312-88.1% | $161,489-86.4% | $154,746-85.8% |
| Participation rate | 52.4% | 82.5%-30.1pp | 78.7%-26.3pp | 80.7%-28.3pp |
| Annual return | 16.38% | 103.84%-87.5pp | 89.72%-73.3pp | 172.34%-156.0pp |
| Employer contribution / active EE | $970 | $4,769-79.7% | $4,268-77.3% | $4,379-77.9% |
| Participant deferral / active EE | $2,038 | $6,350-67.9% | $5,630-63.8% | $6,730-69.7% |
| Admin fee / account holder | $437 | $18,654-97.7% | $16,006-97.3% | $14,365-97.0% |