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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 | $33,231 | $174,379-80.9% | $152,093-78.2% | $138,895-76.1% |
| Participation rate | 62.5% | 81.6%-19.1pp | 77.8%-15.3pp | 79.9%-17.4pp |
| Annual return | 17.09% | 74.86%-57.8pp | 66.36%-49.3pp | 145.39%-128.3pp |
| Employer contribution / active EE | $810 | $4,652-82.6% | $4,175-80.6% | $4,194-80.7% |
| Participant deferral / active EE | $2,689 | $6,159-56.3% | $5,451-50.7% | $6,396-58.0% |
| Admin fee / account holder | $435 | $16,880-97.4% | $14,497-97.0% | $12,562-96.5% |