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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 | $34,749 | $178,174-80.5% | $156,181-77.8% | $137,256-74.7% |
| Participation rate | 52.2% | 82.0%-29.9pp | 78.8%-26.7pp | 80.0%-27.8pp |
| Annual return | 13.40% | 84.19%-70.8pp | 64.87%-51.5pp | 220.34%-206.9pp |
| Employer contribution / active EE | $527 | $4,972-89.4% | $4,294-87.7% | $4,156-87.3% |
| Participant deferral / active EE | $2,694 | $6,888-60.9% | $6,132-56.1% | $6,407-58.0% |
| Admin fee / account holder | $610 | $17,404-96.5% | $14,586-95.8% | $12,270-95.0% |