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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 | $47,286 | $77,920-39.3% | $149,723-68.4% | $75,177-37.1% |
| Participation rate | 52.1% | 65.6%-13.5pp | 78.8%-26.7pp | 67.2%-15.1pp |
| Annual return | 15.95% | 31.72%-15.8pp | 134.50%-118.5pp | 160.75%-144.8pp |
| Employer contribution / active EE | $302 | $3,138-90.4% | $4,821-93.7% | $2,671-88.7% |
| Participant deferral / active EE | $3,020 | $3,411-11.5% | $5,682-46.9% | $4,126-26.8% |
| Admin fee / account holder | $3,113 | $5,951-47.7% | $13,215-76.4% | $5,651-44.9% |