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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 | $55,618 | $183,516-69.7% | $155,534-64.2% | $145,884-61.9% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 12.95% | 61.43%-48.5pp | 64.92%-52.0pp | 551.85%-538.9pp |
| Employer contribution / active EE | $877 | $5,315-83.5% | $4,675-81.2% | $4,662-81.2% |
| Participant deferral / active EE | $3,256 | $6,467-49.7% | $5,630-42.2% | $6,690-51.3% |
| Admin fee / account holder | $492 | $19,293-97.5% | $15,900-96.9% | $13,392-96.3% |