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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 | $86,246 | $114,119-24.4% | $107,187-19.5% | $138,895-37.9% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 79.9%-29.9pp |
| Annual return | 14.19% | 273.21%-259.0pp | 204.55%-190.4pp | 145.39%-131.2pp |
| Employer contribution / active EE | $540 | $4,059-86.7% | $3,782-85.7% | $4,194-87.1% |
| Participant deferral / active EE | $4,112 | $5,538-25.8% | $5,096-19.3% | $6,396-35.7% |
| Admin fee / account holder | $1,313 | $10,024-86.9% | $9,162-85.7% | $12,562-89.5% |