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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 | $76,384 | $114,119-33.1% | $107,187-28.7% | $138,895-45.0% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 79.9%-13.3pp |
| Annual return | 12.96% | 273.21%-260.2pp | 204.55%-191.6pp | 145.39%-132.4pp |
| Employer contribution / active EE | $566 | $4,059-86.1% | $3,782-85.0% | $4,194-86.5% |
| Participant deferral / active EE | $2,947 | $5,538-46.8% | $5,096-42.2% | $6,396-53.9% |
| Admin fee / account holder | $1,061 | $10,024-89.4% | $9,162-88.4% | $12,562-91.6% |