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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 | $82,401 | $110,410-25.4% | $102,437-19.6% | $145,897-43.5% |
| Participation rate | 17.6% | 77.9%-60.3pp | 74.5%-56.9pp | 80.3%-62.7pp |
| Annual return | 10.76% | 24.85%-14.1pp | 24.95%-14.2pp | 552.29%-541.5pp |
| Employer contribution / active EE | $588 | $4,217-86.1% | $3,871-84.8% | $4,663-87.4% |
| Participant deferral / active EE | $3,484 | $5,622-38.0% | $5,060-31.2% | $6,689-47.9% |
| Admin fee / account holder | $772 | $9,745-92.1% | $8,388-90.8% | $13,390-94.2% |