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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 | $96,251 | $185,312-48.1% | $161,489-40.4% | $154,746-37.8% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 15.10% | 103.84%-88.7pp | 89.72%-74.6pp | 172.34%-157.2pp |
| Employer contribution / active EE | $786 | $4,769-83.5% | $4,268-81.6% | $4,379-82.0% |
| Participant deferral / active EE | $2,010 | $6,350-68.3% | $5,630-64.3% | $6,730-70.1% |
| Admin fee / account holder | $713 | $18,654-96.2% | $16,006-95.5% | $14,365-95.0% |