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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 | $94,925 | $117,846-19.4% | $102,434-7.3% | $145,884-34.9% |
| Participation rate | 68.8% | 78.6%-9.9pp | 76.5%-7.8pp | 80.3%-11.6pp |
| Annual return | 9.21% | 31.90%-22.7pp | 29.46%-20.2pp | 551.85%-542.6pp |
| Employer contribution / active EE | $717 | $3,615-80.2% | $3,023-76.3% | $4,662-84.6% |
| Participant deferral / active EE | $2,057 | $5,733-64.1% | $5,055-59.3% | $6,690-69.2% |
| Admin fee / account holder | $37,072 | $13,356+177.6% | $9,462+291.8% | $13,392+176.8% |