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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 | $46,435 | $106,247-56.3% | $96,515-51.9% | $139,466-66.7% |
| Participation rate | 56.3% | 77.8%-21.6pp | 74.3%-18.1pp | 80.3%-24.1pp |
| Annual return | 12.23% | 38.47%-26.2pp | 35.73%-23.5pp | 373.66%-361.4pp |
| Employer contribution / active EE | $670 | $4,106-83.7% | $3,740-82.1% | $4,754-85.9% |
| Participant deferral / active EE | $8,080 | $5,456+48.1% | $4,880+65.6% | $6,712+20.4% |
| Admin fee / account holder | $1,113 | $7,885-85.9% | $6,735-83.5% | $11,409-90.2% |