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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 | $106,959 | $135,956-21.3% | $123,894-13.7% | $273,972-61.0% |
| Participation rate | 61.5% | 84.1%-22.5pp | 81.4%-19.9pp | 83.0%-21.5pp |
| Annual return | 6.53% | 56.63%-50.1pp | 47.52%-41.0pp | 41.46%-34.9pp |
| Employer contribution / active EE | $449 | $5,170-91.3% | $4,617-90.3% | $4,869-90.8% |
| Participant deferral / active EE | $3,819 | $6,343-39.8% | $5,984-36.2% | $5,287-27.8% |
| Admin fee / account holder | $1,388 | $9,817-85.9% | $8,357-83.4% | $10,133-86.3% |