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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 | $78,878 | $110,410-28.6% | $102,437-23.0% | $145,897-45.9% |
| Participation rate | 26.1% | 77.9%-51.8pp | 74.5%-48.4pp | 80.3%-54.2pp |
| Annual return | 11.93% | 24.85%-12.9pp | 24.95%-13.0pp | 552.29%-540.4pp |
| Employer contribution / active EE | $611 | $4,217-85.5% | $3,871-84.2% | $4,663-86.9% |
| Participant deferral / active EE | $3,316 | $5,622-41.0% | $5,060-34.5% | $6,689-50.4% |
| Admin fee / account holder | $687 | $9,745-93.0% | $8,388-91.8% | $13,390-94.9% |