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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 | $41,402 | $77,472-46.6% | $100,392-58.8% | $80,935-48.8% |
| Participation rate | 69.2% | 76.9%-7.7pp | 81.5%-12.3pp | 67.7%+1.6pp |
| Annual return | 45.52% | 37.26%+8.3pp | 49.45%-3.9pp | 35.66%+9.9pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,941-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $9,606 | $6,818+40.9% | $8,090+18.7% | $4,299+123.4% |
| Admin fee / account holder | $3,080 | $5,885-47.7% | $7,904-61.0% | $6,924-55.5% |