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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 | $40,100 | $106,864-62.5% | $147,318-72.8% | $82,637-51.5% |
| Participation rate | 66.0% | 75.5%-9.5pp | 82.1%-16.1pp | 68.1%-2.1pp |
| Annual return | 15.98% | 27.49%-11.5pp | 70.43%-54.5pp | 53.51%-37.5pp |
| Employer contribution / active EE | $613 | $3,417-82.1% | $4,593-86.7% | $2,552-76.0% |
| Participant deferral / active EE | $4,668 | $6,496-28.1% | $7,906-41.0% | $4,126+13.1% |
| Admin fee / account holder | $1,575 | $8,415-81.3% | $13,708-88.5% | $7,339-78.5% |