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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 | $154,228-88.1% | $145,433-87.3% | $137,256-86.6% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 35.35% | 74.59%-39.2pp | 66.58%-31.2pp | 220.34%-185.0pp |
| Employer contribution / active EE | $676 | $4,804-85.9% | $4,554-85.2% | $4,156-83.7% |
| Participant deferral / active EE | $4,759 | $8,216-42.1% | $7,897-39.7% | $6,407-25.7% |
| Admin fee / account holder | $1,105 | $14,344-92.3% | $13,129-91.6% | $12,270-91.0% |