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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 | $106,373 | $201,264-47.1% | $184,185-42.2% | $145,978-27.1% |
| Participation rate | 55.6% | 87.5%-31.9pp | 86.8%-31.3pp | 80.3%-24.7pp |
| Annual return | 19.40% | 29.00%-9.6pp | 28.81%-9.4pp | 550.52%-531.1pp |
| Employer contribution / active EE | $825 | $7,021-88.3% | $6,426-87.2% | $4,662-82.3% |
| Participant deferral / active EE | $6,205 | $9,806-36.7% | $9,132-32.1% | $6,690-7.2% |
| Admin fee / account holder | $1,695 | $16,376-89.7% | $13,909-87.8% | $13,400-87.4% |