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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 | $108,289 | $110,337-1.9% | $102,383+5.8% | $145,877-25.8% |
| Participation rate | 28.6% | 77.9%-49.4pp | 74.5%-45.9pp | 80.3%-51.7pp |
| Annual return | 11.45% | 24.83%-13.4pp | 24.94%-13.5pp | 551.28%-539.8pp |
| Employer contribution / active EE | $629 | $4,216-85.1% | $3,870-83.8% | $4,663-86.5% |
| Participant deferral / active EE | $8,714 | $5,621+55.0% | $5,060+72.2% | $6,691+30.2% |
| Admin fee / account holder | $432 | $9,750-95.6% | $8,391-94.8% | $13,402-96.8% |