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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 | $81,002 | $155,555-47.9% | $146,866-44.8% | $155,188-47.8% |
| Participation rate | 52.9% | 84.0%-31.0pp | 82.5%-29.6pp | 80.8%-27.9pp |
| Annual return | 13.23% | 115.41%-102.2pp | 102.85%-89.6pp | 148.84%-135.6pp |
| Employer contribution / active EE | $489 | $4,647-89.5% | $4,425-89.0% | $4,248-88.5% |
| Participant deferral / active EE | $6,818 | $8,044-15.2% | $7,759-12.1% | $6,531+4.4% |
| Admin fee / account holder | $1,254 | $14,755-91.5% | $13,620-90.8% | $14,480-91.3% |