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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 | $35,670 | $110,379-67.7% | $102,412-65.2% | $145,884-75.5% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | 24.66% | 24.84%-0.2pp | 24.94%-0.3pp | 551.85%-527.2pp |
| Employer contribution / active EE | $564 | $4,216-86.6% | $3,870-85.4% | $4,662-87.9% |
| Participant deferral / active EE | $2,768 | $5,622-50.8% | $5,060-45.3% | $6,690-58.6% |
| Admin fee / account holder | $8,443 | $9,745-13.4% | $8,388+0.7% | $13,392-37.0% |