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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 | $60,944 | $185,312-67.1% | $161,489-62.3% | $154,746-60.6% |
| Participation rate | 26.3% | 82.5%-56.1pp | 78.7%-52.4pp | 80.7%-54.4pp |
| Annual return | 21.63% | 103.84%-82.2pp | 89.72%-68.1pp | 172.34%-150.7pp |
| Employer contribution / active EE | $965 | $4,769-79.8% | $4,268-77.4% | $4,379-78.0% |
| Participant deferral / active EE | $2,589 | $6,350-59.2% | $5,630-54.0% | $6,730-61.5% |
| Admin fee / account holder | $748 | $18,654-96.0% | $16,006-95.3% | $14,365-94.8% |