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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 | $37,805 | $110,337-65.7% | $102,383-63.1% | $145,877-74.1% |
| Participation rate | 23.1% | 77.9%-54.9pp | 74.5%-51.4pp | 80.3%-57.2pp |
| Annual return | 22.59% | 24.83%-2.2pp | 24.94%-2.3pp | 551.28%-528.7pp |
| Employer contribution / active EE | $409 | $4,216-90.3% | $3,870-89.4% | $4,663-91.2% |
| Participant deferral / active EE | $1,892 | $5,621-66.3% | $5,060-62.6% | $6,691-71.7% |
| Admin fee / account holder | $1,114 | $9,750-88.6% | $8,391-86.7% | $13,402-91.7% |