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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 | $55,800 | $129,737-57.0% | $119,126-53.2% | $154,746-63.9% |
| Participation rate | 44.4% | 78.9%-34.4pp | 75.8%-31.3pp | 80.7%-36.3pp |
| Annual return | 16.28% | 379.08%-362.8pp | 282.11%-265.8pp | 172.34%-156.1pp |
| Employer contribution / active EE | $871 | $4,375-80.1% | $4,034-78.4% | $4,379-80.1% |
| Participant deferral / active EE | $2,022 | $5,842-65.4% | $5,318-62.0% | $6,730-70.0% |
| Admin fee / account holder | $2,118 | $11,961-82.3% | $10,693-80.2% | $14,365-85.3% |