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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 | $72,127 | $172,111-58.1% | $150,298-52.0% | $137,256-47.5% |
| Participation rate | 61.5% | 81.7%-20.2pp | 77.8%-16.2pp | 80.0%-18.4pp |
| Annual return | 17.46% | 69.37%-51.9pp | 62.79%-45.3pp | 220.34%-202.9pp |
| Employer contribution / active EE | $170 | $4,636-96.3% | $4,154-95.9% | $4,156-95.9% |
| Participant deferral / active EE | $10,936 | $6,166+77.4% | $5,453+100.6% | $6,407+70.7% |
| Admin fee / account holder | $466 | $16,471-97.2% | $14,116-96.7% | $12,270-96.2% |