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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 | $75,468 | $125,193-39.7% | $105,591-28.5% | $145,978-48.3% |
| Participation rate | 33.3% | 77.6%-44.3pp | 75.3%-41.9pp | 80.3%-47.0pp |
| Annual return | 13.39% | 225.53%-212.1pp | 116.43%-103.0pp | 550.52%-537.1pp |
| Employer contribution / active EE | $591 | $3,718-84.1% | $3,166-81.3% | $4,662-87.3% |
| Participant deferral / active EE | $4,165 | $5,708-27.0% | $5,008-16.8% | $6,690-37.7% |
| Admin fee / account holder | $843 | $17,277-95.1% | $11,024-92.4% | $13,400-93.7% |