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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 | $60,150 | $184,014-67.3% | $161,149-62.7% | $138,895-56.7% |
| Participation rate | 60.0% | 82.1%-22.1pp | 78.8%-18.8pp | 79.9%-19.9pp |
| Annual return | 15.11% | 21.52%-6.4pp | 21.16%-6.1pp | 145.39%-130.3pp |
| Employer contribution / active EE | $957 | $5,055-81.1% | $4,360-78.0% | $4,194-77.2% |
| Participant deferral / active EE | $4,751 | $6,909-31.2% | $6,153-22.8% | $6,396-25.7% |
| Admin fee / account holder | $3,511 | $18,027-80.5% | $15,194-76.9% | $12,562-72.1% |