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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 | $126,755 | $183,592-31.0% | $155,574-18.5% | $145,877-13.1% |
| Participation rate | 20.0% | 82.7%-62.7pp | 78.2%-58.2pp | 80.3%-60.3pp |
| Annual return | 9.98% | 61.37%-51.4pp | 64.87%-54.9pp | 551.28%-541.3pp |
| Employer contribution / active EE | $390 | $5,317-92.7% | $4,676-91.7% | $4,663-91.6% |
| Participant deferral / active EE | $3,538 | $6,466-45.3% | $5,629-37.2% | $6,691-47.1% |
| Admin fee / account holder | $3,011 | $19,316-84.4% | $15,914-81.1% | $13,402-77.5% |