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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 | $42,487 | $99,985-57.5% | $146,674-71.0% | $85,854-50.5% |
| Participation rate | 61.4% | 73.1%-11.6pp | 80.1%-18.6pp | 69.3%-7.9pp |
| Annual return | 13.07% | 18.93%-5.9pp | 22.75%-9.7pp | 318.56%-305.5pp |
| Employer contribution / active EE | $469 | $2,559-81.7% | $4,137-88.7% | $2,565-81.7% |
| Participant deferral / active EE | $2,741 | $4,006-31.6% | $5,506-50.2% | $3,952-30.6% |
| Admin fee / account holder | $1,406 | $7,702-81.7% | $10,280-86.3% | $6,260-77.5% |