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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 | $65,541 | $201,344-67.4% | $184,243-64.4% | $145,877-55.1% |
| Participation rate | 25.0% | 87.5%-62.5pp | 86.8%-61.8pp | 80.3%-55.3pp |
| Annual return | 16.32% | 29.01%-12.7pp | 28.82%-12.5pp | 551.28%-535.0pp |
| Employer contribution / active EE | $963 | $7,022-86.3% | $6,427-85.0% | $4,663-79.4% |
| Participant deferral / active EE | $4,922 | $9,807-49.8% | $9,132-46.1% | $6,691-26.4% |
| Admin fee / account holder | $5,569 | $16,382-66.0% | $13,914-60.0% | $13,402-58.4% |