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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 | $32,661 | $114,119-71.4% | $107,187-69.5% | $138,895-76.5% |
| Participation rate | 33.3% | 78.1%-44.7pp | 75.0%-41.7pp | 79.9%-46.6pp |
| Annual return | 15.73% | 273.21%-257.5pp | 204.55%-188.8pp | 145.39%-129.7pp |
| Employer contribution / active EE | $344 | $4,059-91.5% | $3,782-90.9% | $4,194-91.8% |
| Participant deferral / active EE | $2,293 | $5,538-58.6% | $5,096-55.0% | $6,396-64.2% |
| Admin fee / account holder | $2,145 | $10,024-78.6% | $9,162-76.6% | $12,562-82.9% |