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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 | $40,923 | $172,111-76.2% | $150,298-72.8% | $137,256-70.2% |
| Participation rate | 16.7% | 81.7%-65.0pp | 77.8%-61.1pp | 80.0%-63.3pp |
| Annual return | 14.84% | 69.37%-54.5pp | 62.79%-47.9pp | 220.34%-205.5pp |
| Employer contribution / active EE | $741 | $4,636-84.0% | $4,154-82.2% | $4,156-82.2% |
| Participant deferral / active EE | $1,717 | $6,166-72.1% | $5,453-68.5% | $6,407-73.2% |
| Admin fee / account holder | $608 | $16,471-96.3% | $14,116-95.7% | $12,270-95.0% |