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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 | $57,579 | $183,516-68.6% | $155,534-63.0% | $145,884-60.5% |
| Participation rate | 16.7% | 82.7%-66.0pp | 78.2%-61.6pp | 80.3%-63.6pp |
| Annual return | 12.89% | 61.43%-48.5pp | 64.92%-52.0pp | 551.85%-539.0pp |
| Employer contribution / active EE | $607 | $5,315-88.6% | $4,675-87.0% | $4,662-87.0% |
| Participant deferral / active EE | $3,881 | $6,467-40.0% | $5,630-31.1% | $6,690-42.0% |
| Admin fee / account holder | $6,674 | $19,293-65.4% | $15,900-58.0% | $13,392-50.2% |