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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 | $51,571 | $184,014-72.0% | $161,149-68.0% | $138,895-62.9% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.8%-12.2pp | 79.9%-13.3pp |
| Annual return | 16.27% | 21.52%-5.2pp | 21.16%-4.9pp | 145.39%-129.1pp |
| Employer contribution / active EE | $1,093 | $5,055-78.4% | $4,360-74.9% | $4,194-73.9% |
| Participant deferral / active EE | $2,629 | $6,909-61.9% | $6,153-57.3% | $6,396-58.9% |
| Admin fee / account holder | $5,609 | $18,027-68.9% | $15,194-63.1% | $12,562-55.4% |