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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 | $70,957 | $142,354-50.2% | $125,529-43.5% | $155,188-54.3% |
| Participation rate | 60.0% | 78.1%-18.1pp | 74.7%-14.7pp | 80.8%-20.8pp |
| Annual return | 15.78% | 306.06%-290.3pp | 202.56%-186.8pp | 148.84%-133.1pp |
| Employer contribution / active EE | $551 | $3,501-84.3% | $3,058-82.0% | $4,248-87.0% |
| Participant deferral / active EE | $4,930 | $5,491-10.2% | $4,813+2.4% | $6,531-24.5% |
| Admin fee / account holder | $890 | $19,392-95.4% | $16,298-94.5% | $14,480-93.9% |