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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 | $59,599 | $156,398-61.9% | $147,318-59.5% | $138,895-57.1% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 79.9%-19.9pp |
| Annual return | 17.43% | 78.75%-61.3pp | 70.43%-53.0pp | 145.39%-128.0pp |
| Employer contribution / active EE | $779 | $4,853-84.0% | $4,593-83.0% | $4,194-81.4% |
| Participant deferral / active EE | $3,356 | $8,237-59.3% | $7,906-57.6% | $6,396-47.5% |
| Admin fee / account holder | $629 | $14,976-95.8% | $13,708-95.4% | $12,562-95.0% |