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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 | $117,771 | $183,516-35.8% | $155,534-24.3% | $145,884-19.3% |
| Participation rate | 15.4% | 82.7%-67.3pp | 78.2%-62.8pp | 80.3%-64.9pp |
| Annual return | 17.01% | 61.43%-44.4pp | 64.92%-47.9pp | 551.85%-534.8pp |
| Employer contribution / active EE | $791 | $5,315-85.1% | $4,675-83.1% | $4,662-83.0% |
| Participant deferral / active EE | $2,991 | $6,467-53.7% | $5,630-46.9% | $6,690-55.3% |
| Admin fee / account holder | $990 | $19,293-94.9% | $15,900-93.8% | $13,392-92.6% |