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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 | $44,820 | $110,379-59.4% | $102,412-56.2% | $145,884-69.3% |
| Participation rate | 37.5% | 77.9%-40.4pp | 74.5%-37.0pp | 80.3%-42.8pp |
| Annual return | 24.82% | 24.84%0pp | 24.94%-0.1pp | 551.85%-527.0pp |
| Employer contribution / active EE | $346 | $4,216-91.8% | $3,870-91.1% | $4,662-92.6% |
| Participant deferral / active EE | $1,899 | $5,622-66.2% | $5,060-62.5% | $6,690-71.6% |
| Admin fee / account holder | $2,409 | $9,745-75.3% | $8,388-71.3% | $13,392-82.0% |