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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 | $102,964 | $176,794-41.8% | $146,647-29.8% | $167,553-38.5% |
| Participation rate | 56.3% | 83.6%-27.4pp | 80.1%-23.8pp | 82.1%-25.9pp |
| Annual return | 9.21% | 24.04%-14.8pp | 22.75%-13.5pp | 478.89%-469.7pp |
| Employer contribution / active EE | $617 | $5,161-88.1% | $4,137-85.1% | $4,840-87.3% |
| Participant deferral / active EE | $4,440 | $6,440-31.1% | $5,506-19.4% | $6,343-30.0% |
| Admin fee / account holder | $961 | $13,262-92.8% | $10,281-90.7% | $12,316-92.2% |