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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 | $36,030 | $196,972-81.7% | $182,262-80.2% | $198,609-81.9% |
| Participation rate | 60.0% | 85.7%-25.7pp | 84.2%-24.2pp | 82.4%-22.4pp |
| Annual return | 18.72% | 158.27%-139.6pp | 140.60%-121.9pp | 202.70%-184.0pp |
| Employer contribution / active EE | $871 | $5,364-83.8% | $5,046-82.7% | $5,055-82.8% |
| Participant deferral / active EE | $4,956 | $8,643-42.7% | $8,276-40.1% | $6,977-29.0% |
| Admin fee / account holder | $433 | $18,429-97.7% | $16,712-97.4% | $19,030-97.7% |