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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 | $20,740 | $117,846-82.4% | $102,434-79.8% | $145,884-85.8% |
| Participation rate | 57.1% | 78.6%-21.5pp | 76.5%-19.4pp | 80.3%-23.2pp |
| Annual return | 9.41% | 31.90%-22.5pp | 29.46%-20.0pp | 551.85%-542.4pp |
| Employer contribution / active EE | $545 | $3,615-84.9% | $3,023-82.0% | $4,662-88.3% |
| Participant deferral / active EE | $2,477 | $5,733-56.8% | $5,055-51.0% | $6,690-63.0% |
| Admin fee / account holder | $2,426 | $13,356-81.8% | $9,462-74.4% | $13,392-81.9% |