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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 | $63,717 | $212,386-70.0% | $199,883-68.1% | $138,895-54.1% |
| Participation rate | 57.1% | 87.4%-30.2pp | 86.8%-29.6pp | 79.9%-22.8pp |
| Annual return | 14.67% | 47.75%-33.1pp | 43.81%-29.1pp | 145.39%-130.7pp |
| Employer contribution / active EE | $1,196 | $6,625-82.0% | $6,261-80.9% | $4,194-71.5% |
| Participant deferral / active EE | $5,228 | $9,617-45.6% | $9,138-42.8% | $6,396-18.3% |
| Admin fee / account holder | $12,043 | $18,233-33.9% | $17,268-30.3% | $12,562-4.1% |