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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 | $108,068 | $111,535-3.1% | $105,223+2.7% | $137,256-21.3% |
| Participation rate | 25.0% | 78.1%-53.1pp | 75.0%-50.0pp | 80.0%-55.0pp |
| Annual return | 12.48% | 237.85%-225.4pp | 180.65%-168.2pp | 220.34%-207.9pp |
| Employer contribution / active EE | $437 | $3,939-88.9% | $3,689-88.2% | $4,156-89.5% |
| Participant deferral / active EE | $7,696 | $5,500+39.9% | $5,072+51.7% | $6,407+20.1% |
| Admin fee / account holder | $6,309 | $9,721-35.1% | $8,859-28.8% | $12,270-48.6% |