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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 | $66,318 | $201,264-67.0% | $184,185-64.0% | $145,978-54.6% |
| Participation rate | 45.5% | 87.5%-42.0pp | 86.8%-41.4pp | 80.3%-34.8pp |
| Annual return | 15.57% | 29.00%-13.4pp | 28.81%-13.2pp | 550.52%-534.9pp |
| Employer contribution / active EE | $1,347 | $7,021-80.8% | $6,426-79.0% | $4,662-71.1% |
| Participant deferral / active EE | $6,246 | $9,806-36.3% | $9,132-31.6% | $6,690-6.6% |
| Admin fee / account holder | $10,139 | $16,376-38.1% | $13,909-27.1% | $13,400-24.3% |