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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 | $27,468 | $110,410-75.1% | $102,437-73.2% | $145,897-81.2% |
| Participation rate | 28.6% | 77.9%-49.4pp | 74.5%-45.9pp | 80.3%-51.7pp |
| Annual return | 19.49% | 24.85%-5.4pp | 24.95%-5.5pp | 552.29%-532.8pp |
| Employer contribution / active EE | $569 | $4,217-86.5% | $3,871-85.3% | $4,663-87.8% |
| Participant deferral / active EE | $6,329 | $5,622+12.6% | $5,060+25.1% | $6,689-5.4% |
| Admin fee / account holder | $493 | $9,745-94.9% | $8,388-94.1% | $13,390-96.3% |