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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 | $43,849 | $174,379-74.9% | $152,093-71.2% | $138,895-68.4% |
| Participation rate | 52.4% | 81.6%-29.3pp | 77.8%-25.4pp | 79.9%-27.5pp |
| Annual return | 18.55% | 74.86%-56.3pp | 66.36%-47.8pp | 145.39%-126.8pp |
| Employer contribution / active EE | $52 | $4,652-98.9% | $4,175-98.8% | $4,194-98.8% |
| Participant deferral / active EE | $3,084 | $6,159-49.9% | $5,451-43.4% | $6,396-51.8% |
| Admin fee / account holder | $526 | $16,880-96.9% | $14,497-96.4% | $12,562-95.8% |