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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 | $32,236 | $114,119-71.8% | $107,187-69.9% | $138,895-76.8% |
| Participation rate | 47.1% | 78.1%-31.0pp | 75.0%-28.0pp | 79.9%-32.9pp |
| Annual return | 14.59% | 273.21%-258.6pp | 204.55%-190.0pp | 145.39%-130.8pp |
| Employer contribution / active EE | $554 | $4,059-86.4% | $3,782-85.4% | $4,194-86.8% |
| Participant deferral / active EE | $1,636 | $5,538-70.5% | $5,096-67.9% | $6,396-74.4% |
| Admin fee / account holder | $2,165 | $10,024-78.4% | $9,162-76.4% | $12,562-82.8% |