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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 | $50,598 | $178,174-71.6% | $156,181-67.6% | $137,256-63.1% |
| Participation rate | 65.0% | 82.0%-17.0pp | 78.8%-13.8pp | 80.0%-15.0pp |
| Annual return | 15.06% | 84.19%-69.1pp | 64.87%-49.8pp | 220.34%-205.3pp |
| Employer contribution / active EE | $964 | $4,972-80.6% | $4,294-77.6% | $4,156-76.8% |
| Participant deferral / active EE | $4,323 | $6,888-37.2% | $6,132-29.5% | $6,407-32.5% |
| Admin fee / account holder | $1,753 | $17,404-89.9% | $14,586-88.0% | $12,270-85.7% |