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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 | $52,508 | $162,136-67.6% | $152,301-65.5% | $154,746-66.1% |
| Participation rate | 68.8% | 84.1%-15.4pp | 82.4%-13.7pp | 80.7%-12.0pp |
| Annual return | 17.26% | 91.02%-73.8pp | 80.50%-63.2pp | 172.34%-155.1pp |
| Employer contribution / active EE | $789 | $4,890-83.9% | $4,624-82.9% | $4,379-82.0% |
| Participant deferral / active EE | $8,027 | $8,341-3.8% | $8,004+0.3% | $6,730+19.3% |
| Admin fee / account holder | $416 | $15,759-97.4% | $14,398-97.1% | $14,365-97.1% |