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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 | $52,362 | $110,379-52.6% | $102,412-48.9% | $145,884-64.1% |
| Participation rate | 47.8% | 77.9%-30.1pp | 74.5%-26.7pp | 80.3%-32.5pp |
| Annual return | 11.76% | 24.84%-13.1pp | 24.94%-13.2pp | 551.85%-540.1pp |
| Employer contribution / active EE | $477 | $4,216-88.7% | $3,870-87.7% | $4,662-89.8% |
| Participant deferral / active EE | $1,754 | $5,622-68.8% | $5,060-65.3% | $6,690-73.8% |
| Admin fee / account holder | $438 | $9,745-95.5% | $8,388-94.8% | $13,392-96.7% |