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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 | $108,950 | $157,304-30.7% | $141,197-22.8% | $152,909-28.7% |
| Participation rate | 62.5% | 84.8%-22.3pp | 82.5%-20.0pp | 82.5%-20.0pp |
| Annual return | 22.76% | 64.34%-41.6pp | 71.41%-48.6pp | 345.46%-322.7pp |
| Employer contribution / active EE | $852 | $5,263-83.8% | $4,736-82.0% | $4,764-82.1% |
| Participant deferral / active EE | $2,701 | $7,111-62.0% | $6,710-59.8% | $5,851-53.8% |
| Admin fee / account holder | $2,500 | $12,126-79.4% | $10,265-75.6% | $11,601-78.4% |