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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 | $120,099 | $183,516-34.6% | $155,534-22.8% | $145,884-17.7% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 17.96% | 61.43%-43.5pp | 64.92%-47.0pp | 551.85%-533.9pp |
| Employer contribution / active EE | $1,005 | $5,315-81.1% | $4,675-78.5% | $4,662-78.4% |
| Participant deferral / active EE | $2,894 | $6,467-55.3% | $5,630-48.6% | $6,690-56.7% |
| Admin fee / account holder | $826 | $19,293-95.7% | $15,900-94.8% | $13,392-93.8% |