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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 | $63,532 | $227,399-72.1% | $189,758-66.5% | $198,609-68.0% |
| Participation rate | 57.1% | 84.0%-26.9pp | 79.8%-22.7pp | 82.4%-25.2pp |
| Annual return | 32.18% | 61.03%-28.9pp | 52.62%-20.4pp | 202.70%-170.5pp |
| Employer contribution / active EE | $1,090 | $5,526-80.3% | $4,767-77.1% | $5,055-78.4% |
| Participant deferral / active EE | $6,909 | $6,837+1.1% | $5,856+18.0% | $6,977-1.0% |
| Admin fee / account holder | $1,536 | $25,162-93.9% | $20,388-92.5% | $19,030-91.9% |