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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 | $29,259 | $155,555-81.2% | $146,866-80.1% | $155,188-81.1% |
| Participation rate | 31.3% | 84.0%-52.7pp | 82.5%-51.3pp | 80.8%-49.6pp |
| Annual return | 19.20% | 115.41%-96.2pp | 102.85%-83.7pp | 148.84%-129.6pp |
| Employer contribution / active EE | $716 | $4,647-84.6% | $4,425-83.8% | $4,248-83.1% |
| Participant deferral / active EE | $3,488 | $8,044-56.6% | $7,759-55.0% | $6,531-46.6% |
| Admin fee / account holder | $4,189 | $14,755-71.6% | $13,620-69.2% | $14,480-71.1% |