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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 | $69,709 | $111,535-37.5% | $105,223-33.8% | $137,256-49.2% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 16.91% | 237.85%-220.9pp | 180.65%-163.7pp | 220.34%-203.4pp |
| Employer contribution / active EE | $669 | $3,939-83.0% | $3,689-81.9% | $4,156-83.9% |
| Participant deferral / active EE | $5,085 | $5,500-7.5% | $5,072+0.3% | $6,407-20.6% |
| Admin fee / account holder | $2,755 | $9,721-71.7% | $8,859-68.9% | $12,270-77.5% |