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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 | $74,539 | $196,972-62.2% | $182,262-59.1% | $198,609-62.5% |
| Participation rate | 33.3% | 85.7%-52.4pp | 84.2%-50.9pp | 82.4%-49.0pp |
| Annual return | 17.89% | 158.27%-140.4pp | 140.60%-122.7pp | 202.70%-184.8pp |
| Employer contribution / active EE | $1,149 | $5,364-78.6% | $5,046-77.2% | $5,055-77.3% |
| Participant deferral / active EE | $4,048 | $8,643-53.2% | $8,276-51.1% | $6,977-42.0% |
| Admin fee / account holder | $686 | $18,429-96.3% | $16,712-95.9% | $19,030-96.4% |