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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 | $116,472 | $185,312-37.1% | $161,489-27.9% | $154,746-24.7% |
| Participation rate | 62.5% | 82.5%-20.0pp | 78.7%-16.2pp | 80.7%-18.2pp |
| Annual return | 20.17% | 103.84%-83.7pp | 89.72%-69.5pp | 172.34%-152.2pp |
| Employer contribution / active EE | $936 | $4,769-80.4% | $4,268-78.1% | $4,379-78.6% |
| Participant deferral / active EE | $3,487 | $6,350-45.1% | $5,630-38.1% | $6,730-48.2% |
| Admin fee / account holder | $983 | $18,654-94.7% | $16,006-93.9% | $14,365-93.2% |