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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 | $60,451 | $211,288-71.4% | $178,540-66.1% | $145,884-58.6% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 17.92% | 30.27%-12.4pp | 27.15%-9.2pp | 551.85%-533.9pp |
| Employer contribution / active EE | $543 | $4,574-88.1% | $3,953-86.3% | $4,662-88.4% |
| Participant deferral / active EE | $4,423 | $6,967-36.5% | $6,281-29.6% | $6,690-33.9% |
| Admin fee / account holder | $305 | $12,105-97.5% | $10,424-97.1% | $13,392-97.7% |