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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 | $66,958 | $201,344-66.7% | $184,243-63.7% | $145,877-54.1% |
| Participation rate | 58.8% | 87.5%-28.7pp | 86.8%-28.0pp | 80.3%-21.5pp |
| Annual return | 14.53% | 29.01%-14.5pp | 28.82%-14.3pp | 551.28%-536.8pp |
| Employer contribution / active EE | $1,246 | $7,022-82.3% | $6,427-80.6% | $4,663-73.3% |
| Participant deferral / active EE | $3,929 | $9,807-59.9% | $9,132-57.0% | $6,691-41.3% |
| Admin fee / account holder | $1,736 | $16,382-89.4% | $13,914-87.5% | $13,402-87.0% |