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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 | $34,045 | $165,361-79.4% | $149,715-77.3% | $158,950-78.6% |
| Participation rate | 64.3% | 84.6%-20.3pp | 82.5%-18.2pp | 82.0%-17.7pp |
| Annual return | 26.03% | 348.24%-322.2pp | 276.66%-250.6pp | 302.91%-276.9pp |
| Employer contribution / active EE | $354 | $5,103-93.1% | $4,645-92.4% | $4,762-92.6% |
| Participant deferral / active EE | $4,232 | $7,182-41.1% | $6,842-38.1% | $5,983-29.3% |
| Admin fee / account holder | $373 | $10,808-96.5% | $9,310-96.0% | $11,248-96.7% |