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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 | $44,070 | $183,592-76.0% | $155,574-71.7% | $145,877-69.8% |
| Participation rate | 54.5% | 82.7%-28.2pp | 78.2%-23.7pp | 80.3%-25.8pp |
| Annual return | 9.35% | 61.37%-52.0pp | 64.87%-55.5pp | 551.28%-541.9pp |
| Employer contribution / active EE | $795 | $5,317-85.0% | $4,676-83.0% | $4,663-82.9% |
| Participant deferral / active EE | $4,934 | $6,466-23.7% | $5,629-12.4% | $6,691-26.3% |
| Admin fee / account holder | $1,867 | $19,316-90.3% | $15,914-88.3% | $13,402-86.1% |