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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 | $29,343 | $110,379-73.4% | $102,412-71.3% | $145,884-79.9% |
| Participation rate | 60.9% | 77.9%-17.1pp | 74.5%-13.6pp | 80.3%-19.4pp |
| Annual return | 23.54% | 24.84%-1.3pp | 24.94%-1.4pp | 551.85%-528.3pp |
| Employer contribution / active EE | $745 | $4,216-82.3% | $3,870-80.7% | $4,662-84.0% |
| Participant deferral / active EE | $1,554 | $5,622-72.4% | $5,060-69.3% | $6,690-76.8% |
| Admin fee / account holder | $2,206 | $9,745-77.4% | $8,388-73.7% | $13,392-83.5% |