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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 | $61,804 | $174,379-64.6% | $152,093-59.4% | $138,895-55.5% |
| Participation rate | 36.8% | 81.6%-44.8pp | 77.8%-40.9pp | 79.9%-43.1pp |
| Annual return | 19.97% | 74.86%-54.9pp | 66.36%-46.4pp | 145.39%-125.4pp |
| Employer contribution / active EE | $692 | $4,652-85.1% | $4,175-83.4% | $4,194-83.5% |
| Participant deferral / active EE | $2,432 | $6,159-60.5% | $5,451-55.4% | $6,396-62.0% |
| Admin fee / account holder | $1,342 | $16,880-92.0% | $14,497-90.7% | $12,562-89.3% |