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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 | $60,782 | $114,119-46.7% | $107,187-43.3% | $138,895-56.2% |
| Participation rate | 63.6% | 78.1%-14.4pp | 75.0%-11.4pp | 79.9%-16.3pp |
| Annual return | 16.53% | 273.21%-256.7pp | 204.55%-188.0pp | 145.39%-128.9pp |
| Employer contribution / active EE | $407 | $4,059-90.0% | $3,782-89.2% | $4,194-90.3% |
| Participant deferral / active EE | $2,451 | $5,538-55.7% | $5,096-51.9% | $6,396-61.7% |
| Admin fee / account holder | $3,346 | $10,024-66.6% | $9,162-63.5% | $12,562-73.4% |