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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 | $114,119-38.9% | $107,187-35.0% | $138,895-49.8% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 79.9%-29.9pp |
| Annual return | 16.91% | 273.21%-256.3pp | 204.55%-187.6pp | 145.39%-128.5pp |
| Employer contribution / active EE | $669 | $4,059-83.5% | $3,782-82.3% | $4,194-84.1% |
| Participant deferral / active EE | $5,085 | $5,538-8.2% | $5,096-0.2% | $6,396-20.5% |
| Admin fee / account holder | $2,755 | $10,024-72.5% | $9,162-69.9% | $12,562-78.1% |