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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 | $86,845 | $162,812-46.7% | $133,971-35.2% | $158,966-45.4% |
| Participation rate | 37.5% | 83.2%-45.7pp | 79.8%-42.3pp | 82.0%-44.5pp |
| Annual return | 18.30% | 41.94%-23.6pp | 45.09%-26.8pp | 302.95%-284.6pp |
| Employer contribution / active EE | $789 | $4,976-84.1% | $3,919-79.9% | $4,762-83.4% |
| Participant deferral / active EE | $3,762 | $5,910-36.3% | $5,047-25.5% | $5,983-37.1% |
| Admin fee / account holder | $7,719 | $11,741-34.3% | $8,929-13.6% | $11,250-31.4% |