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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 | $66,227 | $118,488-44.1% | $98,462-32.7% | $139,487-52.5% |
| Participation rate | 69.2% | 77.5%-8.2pp | 75.2%-5.9pp | 80.3%-11.1pp |
| Annual return | 14.14% | 18.96%-4.8pp | 21.17%-7.0pp | 373.84%-359.7pp |
| Employer contribution / active EE | $612 | $3,611-83.1% | $3,049-79.9% | $4,755-87.1% |
| Participant deferral / active EE | $2,535 | $5,393-53.0% | $4,738-46.5% | $6,713-62.2% |
| Admin fee / account holder | $7,124 | $13,868-48.6% | $8,875-19.7% | $11,407-37.5% |