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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 | $22,835 | $62,177-63.3% | $81,370-71.9% | $74,478-69.3% |
| Participation rate | 27.7% | 64.1%-36.3pp | 69.5%-41.8pp | 67.2%-39.5pp |
| Annual return | 29.29% | 16.62%+12.7pp | 24.85%+4.4pp | 1370.56%-1341.3pp |
| Employer contribution / active EE | $380 | $1,881-79.8% | $2,464-84.6% | $2,626-85.5% |
| Participant deferral / active EE | $1,922 | $3,219-40.3% | $3,885-50.5% | $4,350-55.8% |
| Admin fee / account holder | $1,283 | $1,927-33.4% | $5,749-77.7% | $1,946-34.1% |