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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 | $36,375 | $110,410-67.1% | $102,437-64.5% | $145,897-75.1% |
| Participation rate | 60.9% | 77.9%-17.1pp | 74.5%-13.6pp | 80.3%-19.4pp |
| Annual return | 13.48% | 24.85%-11.4pp | 24.95%-11.5pp | 552.29%-538.8pp |
| Employer contribution / active EE | $606 | $4,217-85.6% | $3,871-84.3% | $4,663-87.0% |
| Participant deferral / active EE | $5,445 | $5,622-3.1% | $5,060+7.6% | $6,689-18.6% |
| Admin fee / account holder | $1,036 | $9,745-89.4% | $8,388-87.7% | $13,390-92.3% |