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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 | $102,693 | $129,737-20.8% | $119,126-13.8% | $154,746-33.6% |
| Participation rate | 41.7% | 78.9%-37.2pp | 75.8%-34.1pp | 80.7%-39.0pp |
| Annual return | 13.15% | 379.08%-365.9pp | 282.11%-269.0pp | 172.34%-159.2pp |
| Employer contribution / active EE | $787 | $4,375-82.0% | $4,034-80.5% | $4,379-82.0% |
| Participant deferral / active EE | $2,180 | $5,842-62.7% | $5,318-59.0% | $6,730-67.6% |
| Admin fee / account holder | $2,197 | $11,961-81.6% | $10,693-79.5% | $14,365-84.7% |