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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 | $65,327 | $154,228-57.6% | $145,433-55.1% | $137,256-52.4% |
| Participation rate | 40.9% | 83.8%-42.9pp | 82.1%-41.2pp | 80.0%-39.1pp |
| Annual return | 15.48% | 74.59%-59.1pp | 66.58%-51.1pp | 220.34%-204.9pp |
| Employer contribution / active EE | $683 | $4,804-85.8% | $4,554-85.0% | $4,156-83.6% |
| Participant deferral / active EE | $3,743 | $8,216-54.4% | $7,897-52.6% | $6,407-41.6% |
| Admin fee / account holder | $1,516 | $14,344-89.4% | $13,129-88.5% | $12,270-87.6% |