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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 | $35,825 | $192,737-81.4% | $142,460-74.9% | $139,427-74.3% |
| Participation rate | 68.8% | 81.5%-12.7pp | 76.8%-8.0pp | 80.3%-11.6pp |
| Annual return | 14.17% | 17.99%-3.8pp | 19.99%-5.8pp | 373.27%-359.1pp |
| Employer contribution / active EE | $441 | $5,806-92.4% | $4,847-90.9% | $4,752-90.7% |
| Participant deferral / active EE | $4,580 | $7,208-36.5% | $6,283-27.1% | $6,711-31.8% |
| Admin fee / account holder | $1,559 | $15,125-89.7% | $10,011-84.4% | $11,404-86.3% |