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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 | $65,315 | $65,364-0.1% | $92,909-29.7% | $72,975-10.5% |
| Participation rate | 66.7% | 68.3%-1.6pp | 76.0%-9.3pp | 69.5%-2.8pp |
| Annual return | 24.00% | 42.11%-18.1pp | 109.44%-85.4pp | 81.01%-57.0pp |
| Employer contribution / active EE | $403 | $2,594-84.4% | $3,653-89.0% | $2,440-83.5% |
| Participant deferral / active EE | $3,733 | $3,128+19.3% | $4,238-11.9% | $3,608+3.5% |
| Admin fee / account holder | $2,118 | $4,251-50.2% | $5,795-63.5% | $5,124-58.7% |