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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 | $49,584 | $174,379-71.6% | $152,093-67.4% | $138,895-64.3% |
| Participation rate | 30.8% | 81.6%-50.9pp | 77.8%-47.0pp | 79.9%-49.1pp |
| Annual return | 20.67% | 74.86%-54.2pp | 66.36%-45.7pp | 145.39%-124.7pp |
| Employer contribution / active EE | $598 | $4,652-87.1% | $4,175-85.7% | $4,194-85.7% |
| Participant deferral / active EE | $2,604 | $6,159-57.7% | $5,451-52.2% | $6,396-59.3% |
| Admin fee / account holder | $451 | $16,880-97.3% | $14,497-96.9% | $12,562-96.4% |