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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 | $40,493 | $112,729-64.1% | $98,716-59.0% | $137,256-70.5% |
| Participation rate | 64.3% | 74.2%-9.9pp | 69.3%-5.0pp | 80.0%-15.7pp |
| Annual return | 15.01% | 38.48%-23.5pp | 31.81%-16.8pp | 220.34%-205.3pp |
| Employer contribution / active EE | $262 | $2,725-90.4% | $2,279-88.5% | $4,156-93.7% |
| Participant deferral / active EE | $1,547 | $4,640-66.7% | $4,048-61.8% | $6,407-75.9% |
| Admin fee / account holder | $1,960 | $10,129-80.6% | $8,703-77.5% | $12,270-84.0% |