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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 | $80,892 | $183,516-55.9% | $155,534-48.0% | $145,884-44.6% |
| Participation rate | 20.0% | 82.7%-62.7pp | 78.2%-58.2pp | 80.3%-60.3pp |
| Annual return | 9.76% | 61.43%-51.7pp | 64.92%-55.2pp | 551.85%-542.1pp |
| Employer contribution / active EE | $900 | $5,315-83.1% | $4,675-80.7% | $4,662-80.7% |
| Participant deferral / active EE | $4,600 | $6,467-28.9% | $5,630-18.3% | $6,690-31.2% |
| Admin fee / account holder | $1,247 | $19,293-93.5% | $15,900-92.2% | $13,392-90.7% |