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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 | $67,806 | $157,829-57.0% | $136,867-50.5% | $198,609-65.9% |
| Participation rate | 65.0% | 77.2%-12.2pp | 74.5%-9.5pp | 82.4%-17.4pp |
| Annual return | 14.76% | 51.25%-36.5pp | 42.97%-28.2pp | 202.70%-187.9pp |
| Employer contribution / active EE | $477 | $3,923-87.8% | $3,547-86.6% | $5,055-90.6% |
| Participant deferral / active EE | $2,638 | $5,463-51.7% | $4,924-46.4% | $6,977-62.2% |
| Admin fee / account holder | $9,754 | $11,107-12.2% | $10,340-5.7% | $19,030-48.7% |