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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 | $138,276 | $185,312-25.4% | $161,489-14.4% | $154,746-10.6% |
| Participation rate | 20.0% | 82.5%-62.5pp | 78.7%-58.7pp | 80.7%-60.7pp |
| Annual return | 16.15% | 103.84%-87.7pp | 89.72%-73.6pp | 172.34%-156.2pp |
| Employer contribution / active EE | $888 | $4,769-81.4% | $4,268-79.2% | $4,379-79.7% |
| Participant deferral / active EE | $0 | $6,350-100.0% | $5,630-100.0% | $6,730-100.0% |
| Admin fee / account holder | $500 | $18,654-97.3% | $16,006-96.9% | $14,365-96.5% |