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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 | $50,026 | $156,398-68.0% | $147,318-66.0% | $138,895-64.0% |
| Participation rate | 44.4% | 83.8%-39.3pp | 82.1%-37.6pp | 79.9%-35.5pp |
| Annual return | 14.86% | 78.75%-63.9pp | 70.43%-55.6pp | 145.39%-130.5pp |
| Employer contribution / active EE | $270 | $4,853-94.4% | $4,593-94.1% | $4,194-93.6% |
| Participant deferral / active EE | $2,714 | $8,237-67.1% | $7,906-65.7% | $6,396-57.6% |
| Admin fee / account holder | $485 | $14,976-96.8% | $13,708-96.5% | $12,562-96.1% |