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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 | $46,132 | $212,386-78.3% | $199,883-76.9% | $138,895-66.8% |
| Participation rate | 30.0% | 87.4%-57.4pp | 86.8%-56.8pp | 79.9%-49.9pp |
| Annual return | 27.43% | 47.75%-20.3pp | 43.81%-16.4pp | 145.39%-118.0pp |
| Employer contribution / active EE | $1,005 | $6,625-84.8% | $6,261-83.9% | $4,194-76.0% |
| Participant deferral / active EE | $3,349 | $9,617-65.2% | $9,138-63.4% | $6,396-47.6% |
| Admin fee / account holder | $1,315 | $18,233-92.8% | $17,268-92.4% | $12,562-89.5% |