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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 | $44,645 | $174,379-74.4% | $152,093-70.6% | $138,895-67.9% |
| Participation rate | 15.4% | 81.6%-66.3pp | 77.8%-62.4pp | 79.9%-64.5pp |
| Annual return | 20.14% | 74.86%-54.7pp | 66.36%-46.2pp | 145.39%-125.3pp |
| Employer contribution / active EE | $377 | $4,652-91.9% | $4,175-91.0% | $4,194-91.0% |
| Participant deferral / active EE | $1,924 | $6,159-68.8% | $5,451-64.7% | $6,396-69.9% |
| Admin fee / account holder | $1,146 | $16,880-93.2% | $14,497-92.1% | $12,562-90.9% |