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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 | $79,313 | $209,336-62.1% | $197,124-59.8% | $137,256-42.2% |
| Participation rate | 16.7% | 87.3%-70.6pp | 86.7%-70.0pp | 80.0%-63.3pp |
| Annual return | 27.08% | 48.09%-21.0pp | 44.34%-17.3pp | 220.34%-193.3pp |
| Employer contribution / active EE | $750 | $6,591-88.6% | $6,227-88.0% | $4,156-81.9% |
| Participant deferral / active EE | $4,080 | $9,614-57.6% | $9,135-55.3% | $6,407-36.3% |
| Admin fee / account holder | $6,484 | $17,308-62.5% | $16,298-60.2% | $12,270-47.2% |