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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 | $76,551 | $110,337-30.6% | $102,383-25.2% | $145,877-47.5% |
| Participation rate | 16.7% | 77.9%-61.3pp | 74.5%-57.8pp | 80.3%-63.6pp |
| Annual return | 11.09% | 24.83%-13.7pp | 24.94%-13.8pp | 551.28%-540.2pp |
| Employer contribution / active EE | $750 | $4,216-82.2% | $3,870-80.6% | $4,663-83.9% |
| Participant deferral / active EE | $2,056 | $5,621-63.4% | $5,060-59.4% | $6,691-69.3% |
| Admin fee / account holder | $1,941 | $9,750-80.1% | $8,391-76.9% | $13,402-85.5% |