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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 | $59,338 | $174,379-66.0% | $152,093-61.0% | $138,895-57.3% |
| Participation rate | 61.1% | 81.6%-20.5pp | 77.8%-16.7pp | 79.9%-18.8pp |
| Annual return | 15.68% | 74.86%-59.2pp | 66.36%-50.7pp | 145.39%-129.7pp |
| Employer contribution / active EE | $712 | $4,652-84.7% | $4,175-83.0% | $4,194-83.0% |
| Participant deferral / active EE | $2,366 | $6,159-61.6% | $5,451-56.6% | $6,396-63.0% |
| Admin fee / account holder | $2,623 | $16,880-84.5% | $14,497-81.9% | $12,562-79.1% |