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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 | $50,111 | $110,410-54.6% | $102,437-51.1% | $145,897-65.7% |
| Participation rate | 38.1% | 77.9%-39.8pp | 74.5%-36.4pp | 80.3%-42.2pp |
| Annual return | 13.94% | 24.85%-10.9pp | 24.95%-11.0pp | 552.29%-538.4pp |
| Employer contribution / active EE | $689 | $4,217-83.7% | $3,871-82.2% | $4,663-85.2% |
| Participant deferral / active EE | $2,390 | $5,622-57.5% | $5,060-52.8% | $6,689-64.3% |
| Admin fee / account holder | $3,481 | $9,745-64.3% | $8,388-58.5% | $13,390-74.0% |