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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 | $18,404 | $156,398-88.2% | $147,318-87.5% | $138,895-86.7% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 79.9%-19.9pp |
| Annual return | 35.35% | 78.75%-43.4pp | 70.43%-35.1pp | 145.39%-110.0pp |
| Employer contribution / active EE | $676 | $4,853-86.1% | $4,593-85.3% | $4,194-83.9% |
| Participant deferral / active EE | $4,759 | $8,237-42.2% | $7,906-39.8% | $6,396-25.6% |
| Admin fee / account holder | $1,105 | $14,976-92.6% | $13,708-91.9% | $12,562-91.2% |