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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 | $24,232 | $110,379-78.0% | $102,412-76.3% | $145,884-83.4% |
| Participation rate | 42.9% | 77.9%-35.1pp | 74.5%-31.6pp | 80.3%-37.4pp |
| Annual return | 19.16% | 24.84%-5.7pp | 24.94%-5.8pp | 551.85%-532.7pp |
| Employer contribution / active EE | $666 | $4,216-84.2% | $3,870-82.8% | $4,662-85.7% |
| Participant deferral / active EE | $4,438 | $5,622-21.1% | $5,060-12.3% | $6,690-33.7% |
| Admin fee / account holder | $4,668 | $9,745-52.1% | $8,388-44.3% | $13,392-65.1% |