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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 | $28,104 | $212,386-86.8% | $199,883-85.9% | $138,895-79.8% |
| Participation rate | 50.0% | 87.4%-37.4pp | 86.8%-36.8pp | 79.9%-29.9pp |
| Annual return | 34.73% | 47.75%-13.0pp | 43.81%-9.1pp | 145.39%-110.7pp |
| Employer contribution / active EE | $1,014 | $6,625-84.7% | $6,261-83.8% | $4,194-75.8% |
| Participant deferral / active EE | $4,136 | $9,617-57.0% | $9,138-54.7% | $6,396-35.3% |
| Admin fee / account holder | $2,125 | $18,233-88.3% | $17,268-87.7% | $12,562-83.1% |