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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 | $54,933 | $183,516-70.1% | $155,534-64.7% | $145,884-62.3% |
| Participation rate | 42.9% | 82.7%-39.8pp | 78.2%-35.4pp | 80.3%-37.4pp |
| Annual return | 16.96% | 61.43%-44.5pp | 64.92%-48.0pp | 551.85%-534.9pp |
| Employer contribution / active EE | $815 | $5,315-84.7% | $4,675-82.6% | $4,662-82.5% |
| Participant deferral / active EE | $2,858 | $6,467-55.8% | $5,630-49.2% | $6,690-57.3% |
| Admin fee / account holder | $2,703 | $19,293-86.0% | $15,900-83.0% | $13,392-79.8% |