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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 | $58,441 | $201,370-71.0% | $184,256-68.3% | $145,897-59.9% |
| Participation rate | 63.6% | 87.5%-23.9pp | 86.8%-23.2pp | 80.3%-16.7pp |
| Annual return | 21.51% | 29.05%-7.5pp | 28.85%-7.3pp | 552.29%-530.8pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,657 | $9,808-11.7% | $9,133-5.2% | $6,689+29.4% |
| Admin fee / account holder | $14,486 | $16,364-11.5% | $13,899+4.2% | $13,390+8.2% |