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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 | $107,507 | $110,337-2.6% | $102,383+5.0% | $145,877-26.3% |
| Participation rate | 20.0% | 77.9%-57.9pp | 74.5%-54.5pp | 80.3%-60.3pp |
| Annual return | 14.38% | 24.83%-10.5pp | 24.94%-10.6pp | 551.28%-536.9pp |
| Employer contribution / active EE | $206 | $4,216-95.1% | $3,870-94.7% | $4,663-95.6% |
| Participant deferral / active EE | $4,600 | $5,621-18.2% | $5,060-9.1% | $6,691-31.2% |
| Admin fee / account holder | $580 | $9,750-94.1% | $8,391-93.1% | $13,402-95.7% |