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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 | $22,404 | $114,119-80.4% | $107,187-79.1% | $138,895-83.9% |
| Participation rate | 45.5% | 78.1%-32.6pp | 75.0%-29.6pp | 79.9%-34.5pp |
| Annual return | 12.65% | 273.21%-260.6pp | 204.55%-191.9pp | 145.39%-132.7pp |
| Employer contribution / active EE | $359 | $4,059-91.2% | $3,782-90.5% | $4,194-91.4% |
| Participant deferral / active EE | $1,960 | $5,538-64.6% | $5,096-61.5% | $6,396-69.4% |
| Admin fee / account holder | $1,308 | $10,024-86.9% | $9,162-85.7% | $12,562-89.6% |