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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 | $84,806 | $162,136-47.7% | $152,301-44.3% | $154,746-45.2% |
| Participation rate | 42.9% | 84.1%-41.2pp | 82.4%-39.6pp | 80.7%-37.8pp |
| Annual return | 12.39% | 91.02%-78.6pp | 80.50%-68.1pp | 172.34%-159.9pp |
| Employer contribution / active EE | $738 | $4,890-84.9% | $4,624-84.0% | $4,379-83.2% |
| Participant deferral / active EE | $3,827 | $8,341-54.1% | $8,004-52.2% | $6,730-43.1% |
| Admin fee / account holder | $4,994 | $15,759-68.3% | $14,398-65.3% | $14,365-65.2% |