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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 | $67,259 | $183,592-63.4% | $155,574-56.8% | $145,877-53.9% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 9.51% | 61.37%-51.9pp | 64.87%-55.4pp | 551.28%-541.8pp |
| Employer contribution / active EE | $433 | $5,317-91.9% | $4,676-90.7% | $4,663-90.7% |
| Participant deferral / active EE | $3,119 | $6,466-51.8% | $5,629-44.6% | $6,691-53.4% |
| Admin fee / account holder | $3,012 | $19,316-84.4% | $15,914-81.1% | $13,402-77.5% |