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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 | $64,835 | $114,119-43.2% | $107,187-39.5% | $138,895-53.3% |
| Participation rate | 54.5% | 78.1%-23.5pp | 75.0%-20.5pp | 79.9%-25.4pp |
| Annual return | 12.84% | 273.21%-260.4pp | 204.55%-191.7pp | 145.39%-132.5pp |
| Employer contribution / active EE | $788 | $4,059-80.6% | $3,782-79.2% | $4,194-81.2% |
| Participant deferral / active EE | $3,153 | $5,538-43.1% | $5,096-38.1% | $6,396-50.7% |
| Admin fee / account holder | $12,872 | $10,024+28.4% | $9,162+40.5% | $12,562+2.5% |